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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 | $97,670 | $110,337-11.5% | $102,383-4.6% | $145,877-33.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.67% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $4,623 | $4,216+9.7% | $3,870+19.4% | $4,663-0.9% |
| Participant deferral / active EE | $7,670 | $5,621+36.5% | $5,060+51.6% | $6,691+14.6% |
| Admin fee / account holder | $1,452 | $9,750-85.1% | $8,391-82.7% | $13,402-89.2% |