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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 | $79,035 | $102,638-23.0% | $81,991-3.6% | $158,966-50.3% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.3%+21.7pp | 82.0%+8.9pp |
| Annual return | 8.37% | 61.05%-52.7pp | 41.31%-32.9pp | 302.95%-294.6pp |
| Employer contribution / active EE | $2,959 | $3,241-8.7% | $2,498+18.5% | $4,762-37.9% |
| Participant deferral / active EE | $4,026 | $4,649-13.4% | $3,722+8.1% | $5,983-32.7% |
| Admin fee / account holder | $3,584 | $8,237-56.5% | $5,665-36.7% | $11,250-68.1% |