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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 | $95,964 | $103,392-7.2% | $87,104+10.2% | $152,897-37.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 21.99% | 28.10%-6.1pp | 28.19%-6.2pp | 345.43%-323.4pp |
| Employer contribution / active EE | $2,896 | $3,221-10.1% | $2,521+14.8% | $4,764-39.2% |
| Participant deferral / active EE | $6,811 | $4,778+42.5% | $4,048+68.2% | $5,851+16.4% |
| Admin fee / account holder | $1,446 | $12,194-88.1% | $7,491-80.7% | $11,599-87.5% |