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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 | $83,949 | $105,856-20.7% | $90,161-6.9% | $147,586-43.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 13.10% | 37.63%-24.5pp | 34.89%-21.8pp | 578.59%-565.5pp |
| Employer contribution / active EE | $3,375 | $4,126-18.2% | $3,318+1.7% | $4,876-30.8% |
| Participant deferral / active EE | $6,805 | $5,733+18.7% | $5,287+28.7% | $5,439+25.1% |
| Admin fee / account holder | $634 | $8,046-92.1% | $5,943-89.3% | $10,886-94.2% |