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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 | $81,757 | $110,379-25.9% | $102,412-20.2% | $145,884-44.0% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 10.75% | 24.84%-14.1pp | 24.94%-14.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,989 | $4,216-29.1% | $3,870-22.8% | $4,662-35.9% |
| Participant deferral / active EE | $9,130 | $5,622+62.4% | $5,060+80.4% | $6,690+36.5% |
| Admin fee / account holder | $934 | $9,745-90.4% | $8,388-88.9% | $13,392-93.0% |