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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 | $80,127 | $98,760-18.9% | $149,715-46.5% | $79,858+0.3% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 18.51% | 27.43%-8.9pp | 276.66%-258.2pp | 31.72%-13.2pp |
| Employer contribution / active EE | $970 | $3,217-69.8% | $4,645-79.1% | $2,471-60.7% |
| Participant deferral / active EE | $7,103 | $5,681+25.0% | $6,842+3.8% | $3,740+89.9% |
| Admin fee / account holder | $909 | $6,053-85.0% | $9,310-90.2% | $5,306-82.9% |