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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 | $111,539 | $112,915-1.2% | $90,965+22.6% | $158,950-29.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 4.86% | 215.75%-210.9pp | 134.57%-129.7pp | 302.91%-298.0pp |
| Employer contribution / active EE | $455 | $2,894-84.3% | $2,122-78.6% | $4,762-90.5% |
| Participant deferral / active EE | $3,599 | $4,128-12.8% | $3,373+6.7% | $5,983-39.8% |
| Admin fee / account holder | $13,663 | $8,044+69.9% | $5,960+129.3% | $11,248+21.5% |