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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 | $84,217 | $124,351-32.3% | $109,188-22.9% | $167,553-49.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 17.53% | 26.04%-8.5pp | 25.76%-8.2pp | 478.89%-461.4pp |
| Employer contribution / active EE | $4,419 | $4,210+5.0% | $3,723+18.7% | $4,840-8.7% |
| Participant deferral / active EE | $7,742 | $5,257+47.3% | $4,654+66.4% | $6,343+22.1% |
| Admin fee / account holder | $460 | $7,975-94.2% | $6,755-93.2% | $12,316-96.3% |