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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 | $99,560 | $103,392-3.7% | $87,104+14.3% | $152,897-34.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 76.9%-6.9pp | 82.5%-12.5pp |
| Annual return | 17.59% | 28.10%-10.5pp | 28.19%-10.6pp | 345.43%-327.8pp |
| Employer contribution / active EE | $1,996 | $3,221-38.0% | $2,521-20.8% | $4,764-58.1% |
| Participant deferral / active EE | $5,116 | $4,778+7.1% | $4,048+26.4% | $5,851-12.6% |
| Admin fee / account holder | $879 | $12,194-92.8% | $7,491-88.3% | $11,599-92.4% |