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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 | $97,242 | $96,508+0.8% | $75,901+28.1% | $152,897-36.4% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | 25.51% | 33.99%-8.5pp | 30.76%-5.3pp | 345.43%-319.9pp |
| Employer contribution / active EE | $642 | $3,310-80.6% | $2,501-74.3% | $4,764-86.5% |
| Participant deferral / active EE | $4,419 | $4,554-3.0% | $3,603+22.6% | $5,851-24.5% |
| Admin fee / account holder | $511 | $8,081-93.7% | $5,420-90.6% | $11,599-95.6% |