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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 | $115,225 | $106,923+7.8% | $84,023+37.1% | $152,909-24.6% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 22.19% | 105.02%-82.8pp | 71.32%-49.1pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,780 | $2,735-34.9% | $1,984-10.3% | $4,764-62.6% |
| Participant deferral / active EE | $8,918 | $4,013+122.3% | $3,239+175.3% | $5,851+52.4% |
| Admin fee / account holder | $363 | $8,289-95.6% | $6,102-94.0% | $11,601-96.9% |