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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 | $100,139-11.6% | $85,187+4.0% | $145,884-39.3% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 12.56% | 84.15%-71.6pp | 66.67%-54.1pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,888 | $3,238-10.8% | $2,732+5.7% | $4,662-38.1% |
| Participant deferral / active EE | $6,845 | $5,296+29.3% | $4,525+51.3% | $6,690+2.3% |
| Admin fee / account holder | $1,017 | $7,262-86.0% | $6,162-83.5% | $13,392-92.4% |