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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 | $82,769 | $117,846-29.8% | $102,434-19.2% | $145,884-43.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 15.63% | 31.90%-16.3pp | 29.46%-13.8pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,193 | $3,615-67.0% | $3,023-60.6% | $4,662-74.4% |
| Participant deferral / active EE | $9,075 | $5,733+58.3% | $5,055+79.5% | $6,690+35.7% |
| Admin fee / account holder | $2,953 | $13,356-77.9% | $9,462-68.8% | $13,392-77.9% |