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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 | $83,434 | $103,387-19.3% | $87,102-4.2% | $152,885-45.4% |
| Participation rate | 82.4% | 79.4%+3.0pp | 76.9%+5.5pp | 82.5%-0.1pp |
| Annual return | 18.42% | 28.10%-9.7pp | 28.19%-9.8pp | 345.39%-327.0pp |
| Employer contribution / active EE | $4,955 | $3,221+53.9% | $2,521+96.5% | $4,763+4.0% |
| Participant deferral / active EE | $2,537 | $4,778-46.9% | $4,048-37.3% | $5,851-56.6% |
| Admin fee / account holder | $863 | $12,193-92.9% | $7,491-88.5% | $11,598-92.6% |