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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 | $86,876 | $110,337-21.3% | $102,383-15.1% | $145,877-40.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 12.53% | 24.83%-12.3pp | 24.94%-12.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $6,497 | $4,216+54.1% | $3,870+67.9% | $4,663+39.3% |
| Participant deferral / active EE | $12,470 | $5,621+121.9% | $5,060+146.5% | $6,691+86.4% |
| Admin fee / account holder | $843 | $9,750-91.4% | $8,391-90.0% | $13,402-93.7% |