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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 | $88,468 | $110,379-19.9% | $102,412-13.6% | $145,884-39.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 16.38% | 24.84%-8.5pp | 24.94%-8.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $3,262 | $4,216-22.6% | $3,870-15.7% | $4,662-30.0% |
| Participant deferral / active EE | $12,025 | $5,622+113.9% | $5,060+137.6% | $6,690+79.8% |
| Admin fee / account holder | $8,804 | $9,745-9.7% | $8,388+5.0% | $13,392-34.3% |