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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 | $93,212 | $117,895-20.9% | $102,460-9.0% | $145,897-36.1% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 9.84% | 31.92%-22.1pp | 29.47%-19.6pp | 552.29%-542.5pp |
| Employer contribution / active EE | $1,148 | $3,619-68.3% | $3,025-62.0% | $4,663-75.4% |
| Participant deferral / active EE | $1,968 | $5,736-65.7% | $5,056-61.1% | $6,689-70.6% |
| Admin fee / account holder | $519 | $13,353-96.1% | $9,460-94.5% | $13,390-96.1% |