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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 | $95,369 | $165,381-42.3% | $149,730-36.3% | $158,966-40.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 12.24% | 348.29%-336.1pp | 276.70%-264.5pp | 302.95%-290.7pp |
| Employer contribution / active EE | $2,199 | $5,104-56.9% | $4,645-52.7% | $4,762-53.8% |
| Participant deferral / active EE | $9,719 | $7,182+35.3% | $6,843+42.0% | $5,983+62.4% |
| Admin fee / account holder | $323 | $10,809-97.0% | $9,310-96.5% | $11,250-97.1% |