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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 | $88,051 | $117,895-25.3% | $102,460-14.1% | $145,897-39.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 12.86% | 31.92%-19.1pp | 29.47%-16.6pp | 552.29%-539.4pp |
| Employer contribution / active EE | $3,288 | $3,619-9.2% | $3,025+8.7% | $4,663-29.5% |
| Participant deferral / active EE | $8,525 | $5,736+48.6% | $5,056+68.6% | $6,689+27.4% |
| Admin fee / account holder | $3,687 | $13,353-72.4% | $9,460-61.0% | $13,390-72.5% |