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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 | $120,051 | $98,240+22.2% | $82,312+45.8% | $147,586-18.7% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 13.51% | 30.85%-17.3pp | 25.88%-12.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,616 | $3,192-49.4% | $2,428-33.5% | $4,876-66.9% |
| Participant deferral / active EE | $3,091 | $4,383-29.5% | $3,706-16.6% | $5,439-43.2% |
| Admin fee / account holder | $537 | $8,563-93.7% | $5,608-90.4% | $10,886-95.1% |