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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 | $127,364 | $127,790-0.3% | $106,554+19.5% | $167,553-24.0% |
| Participation rate | 88.2% | 78.3%+10.0pp | 76.1%+12.1pp | 82.1%+6.1pp |
| Annual return | 10.74% | 33.88%-23.1pp | 26.80%-16.1pp | 478.89%-468.2pp |
| Employer contribution / active EE | $1,352 | $3,427-60.5% | $2,819-52.0% | $4,840-72.1% |
| Participant deferral / active EE | $1,781 | $5,088-65.0% | $4,398-59.5% | $6,343-71.9% |
| Admin fee / account holder | $1,035 | $11,231-90.8% | $7,408-86.0% | $12,316-91.6% |