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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 | $88,573 | $100,203-11.6% | $85,240+3.9% | $145,897-39.3% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 12.56% | 84.28%-71.7pp | 66.75%-54.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,888 | $3,242-10.9% | $2,735+5.6% | $4,663-38.1% |
| Participant deferral / active EE | $6,845 | $5,299+29.2% | $4,527+51.2% | $6,689+2.3% |
| Admin fee / account holder | $1,017 | $7,265-86.0% | $6,165-83.5% | $13,390-92.4% |