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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 | $115,180 | $123,412-6.7% | $69,460+65.8% | $145,978-21.1% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 8.95% | 191.25%-182.3pp | 100.80%-91.8pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,824 | $2,684-32.0% | $1,714+6.4% | $4,662-60.9% |
| Participant deferral / active EE | $8,826 | $4,240+108.2% | $2,890+205.5% | $6,690+31.9% |
| Admin fee / account holder | $1,318 | $7,816-83.1% | $4,695-71.9% | $13,400-90.2% |