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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 | $99,989 | $172,111-41.9% | $150,298-33.5% | $137,256-27.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 13.67% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,262 | $4,636-72.8% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $6,221 | $6,166+0.9% | $5,453+14.1% | $6,407-2.9% |
| Admin fee / account holder | $510 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |