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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 | $92,998 | $108,285-14.1% | $77,552+19.9% | $158,982-41.5% |
| Participation rate | 80.0% | 64.4%+15.6pp | 54.2%+25.8pp | 82.0%-2.0pp |
| Annual return | 19.00% | 31.69%-12.7pp | 54.82%-35.8pp | 302.99%-284.0pp |
| Employer contribution / active EE | $1,387 | $1,325+4.7% | $987+40.6% | $4,763-70.9% |
| Participant deferral / active EE | $10,076 | $2,455+310.4% | $1,861+441.4% | $5,983+68.4% |
| Admin fee / account holder | $447 | $3,709-87.9% | $2,859-84.4% | $11,252-96.0% |