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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 | $100,960 | $152,612-33.8% | $125,192-19.4% | $152,897-34.0% |
| Participation rate | 95.0% | 83.3%+11.7pp | 79.8%+15.2pp | 82.5%+12.5pp |
| Annual return | 12.82% | 54.85%-42.0pp | 43.79%-31.0pp | 345.43%-332.6pp |
| Employer contribution / active EE | $4,329 | $4,947-12.5% | $3,866+12.0% | $4,764-9.1% |
| Participant deferral / active EE | $9,011 | $5,868+53.6% | $4,937+82.5% | $5,851+54.0% |
| Admin fee / account holder | $787 | $13,437-94.1% | $9,704-91.9% | $11,599-93.2% |