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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 | $109,543 | $117,829-7.0% | $102,423+7.0% | $145,877-24.9% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 21.35% | 31.83%-10.5pp | 29.42%-8.1pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,365 | $3,615-62.2% | $3,023-54.8% | $4,663-70.7% |
| Participant deferral / active EE | $7,387 | $5,732+28.9% | $5,054+46.2% | $6,691+10.4% |
| Admin fee / account holder | $845 | $13,335-93.7% | $9,455-91.1% | $13,402-93.7% |