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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 | $103,509 | $118,708-12.8% | $98,920+4.6% | $158,966-34.9% |
| Participation rate | 85.0% | 77.8%+7.2pp | 76.0%+9.0pp | 82.0%+3.0pp |
| Annual return | 10.92% | 372.49%-361.6pp | 196.47%-185.6pp | 302.95%-292.0pp |
| Employer contribution / active EE | $643 | $3,334-80.7% | $2,689-76.1% | $4,762-86.5% |
| Participant deferral / active EE | $5,528 | $5,089+8.6% | $4,245+30.2% | $5,983-7.6% |
| Admin fee / account holder | $557 | $10,134-94.5% | $6,643-91.6% | $11,250-95.0% |