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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 | $89,781 | $176,105-49.0% | $159,474-43.7% | $167,536-46.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 15.20% | 331.91%-316.7pp | 263.68%-248.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,027 | $5,299-80.6% | $4,831-78.7% | $4,839-78.8% |
| Participant deferral / active EE | $8,036 | $7,751+3.7% | $7,353+9.3% | $6,342+26.7% |
| Admin fee / account holder | $9,879 | $12,559-21.3% | $10,802-8.5% | $12,315-19.8% |