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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 | $97,556 | $117,895-17.3% | $102,460-4.8% | $145,897-33.1% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 21.10% | 31.92%-10.8pp | 29.47%-8.4pp | 552.29%-531.2pp |
| Employer contribution / active EE | $1,200 | $3,619-66.8% | $3,025-60.3% | $4,663-74.3% |
| Participant deferral / active EE | $5,129 | $5,736-10.6% | $5,056+1.4% | $6,689-23.3% |
| Admin fee / account holder | $763 | $13,353-94.3% | $9,460-91.9% | $13,390-94.3% |