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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 | $92,658 | $152,612-39.3% | $125,192-26.0% | $152,897-39.4% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 15.80% | 54.85%-39.0pp | 43.79%-28.0pp | 345.43%-329.6pp |
| Employer contribution / active EE | $1,829 | $4,947-63.0% | $3,866-52.7% | $4,764-61.6% |
| Participant deferral / active EE | $6,606 | $5,868+12.6% | $4,937+33.8% | $5,851+12.9% |
| Admin fee / account holder | $461 | $13,437-96.6% | $9,704-95.2% | $11,599-96.0% |