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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 | $117,846-17.2% | $102,434-4.8% | $145,884-33.1% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 21.10% | 31.90%-10.8pp | 29.46%-8.4pp | 551.85%-530.7pp |
| Employer contribution / active EE | $1,200 | $3,615-66.8% | $3,023-60.3% | $4,662-74.3% |
| Participant deferral / active EE | $5,129 | $5,733-10.5% | $5,055+1.5% | $6,690-23.3% |
| Admin fee / account holder | $763 | $13,356-94.3% | $9,462-91.9% | $13,392-94.3% |