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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,204 | $103,392-7.0% | $87,104+10.4% | $152,897-37.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 19.82% | 28.10%-8.3pp | 28.19%-8.4pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,543 | $3,221-52.1% | $2,521-38.8% | $4,764-67.6% |
| Participant deferral / active EE | $3,013 | $4,778-37.0% | $4,048-25.6% | $5,851-48.5% |
| Admin fee / account holder | $1,086 | $12,194-91.1% | $7,491-85.5% | $11,599-90.6% |