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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 | $89,277 | $107,368-16.8% | $92,915-3.9% | $152,909-41.6% |
| Participation rate | 85.0% | 79.8%+5.2pp | 76.0%+9.0pp | 82.5%+2.5pp |
| Annual return | 15.95% | 145.64%-129.7pp | 109.45%-93.5pp | 345.46%-329.5pp |
| Employer contribution / active EE | $1,324 | $4,222-68.6% | $3,653-63.8% | $4,764-72.2% |
| Participant deferral / active EE | $4,387 | $4,848-9.5% | $4,238+3.5% | $5,851-25.0% |
| Admin fee / account holder | $590 | $7,082-91.7% | $5,796-89.8% | $11,601-94.9% |