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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 | $92,664 | $110,379-16.0% | $102,412-9.5% | $145,884-36.5% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 10.43% | 24.84%-14.4pp | 24.94%-14.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $10,108 | $4,216+139.7% | $3,870+161.2% | $4,662+116.8% |
| Participant deferral / active EE | $5,874 | $5,622+4.5% | $5,060+16.1% | $6,690-12.2% |
| Admin fee / account holder | $977 | $9,745-90.0% | $8,388-88.3% | $13,392-92.7% |