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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 | $91,883 | $152,460-39.7% | $118,746-22.6% | $147,585-37.7% |
| Participation rate | 92.9% | 82.3%+10.6pp | 78.3%+14.6pp | 82.8%+10.0pp |
| Annual return | 15.05% | 17.41%-2.4pp | 24.54%-9.5pp | 578.58%-563.5pp |
| Employer contribution / active EE | $1,805 | $5,046-64.2% | $4,193-57.0% | $4,876-63.0% |
| Participant deferral / active EE | $4,023 | $6,212-35.2% | $5,332-24.6% | $5,439-26.0% |
| Admin fee / account holder | $850 | $16,953-95.0% | $10,720-92.1% | $10,886-92.2% |