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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 | $103,765 | $106,280-2.4% | $96,538+7.5% | $139,487-25.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 15.35% | 38.48%-23.1pp | 35.74%-20.4pp | 373.84%-358.5pp |
| Employer contribution / active EE | $1,014 | $4,107-75.3% | $3,740-72.9% | $4,755-78.7% |
| Participant deferral / active EE | $2,475 | $5,457-54.6% | $4,880-49.3% | $6,713-63.1% |
| Admin fee / account holder | $1,940 | $7,888-75.4% | $6,737-71.2% | $11,407-83.0% |