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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 | $113,737 | $162,821-30.1% | $133,978-15.1% | $158,982-28.5% |
| Participation rate | 86.7% | 83.2%+3.4pp | 79.8%+6.8pp | 82.0%+4.7pp |
| Annual return | 18.62% | 41.95%-23.3pp | 45.10%-26.5pp | 302.99%-284.4pp |
| Employer contribution / active EE | $3,431 | $4,976-31.0% | $3,919-12.4% | $4,763-28.0% |
| Participant deferral / active EE | $8,072 | $5,910+36.6% | $5,047+59.9% | $5,983+34.9% |
| Admin fee / account holder | $867 | $11,742-92.6% | $8,930-90.3% | $11,252-92.3% |