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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 | $90,241 | $99,921-9.7% | $85,009+6.2% | $145,959-38.2% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 8.64% | 83.89%-75.2pp | 66.47%-57.8pp | 561.95%-553.3pp |
| Employer contribution / active EE | $624 | $3,233-80.7% | $2,728-77.1% | $4,661-86.6% |
| Participant deferral / active EE | $1,521 | $5,293-71.3% | $4,522-66.4% | $6,689-77.3% |
| Admin fee / account holder | $960 | $7,252-86.8% | $6,153-84.4% | $13,398-92.8% |