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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 | $111,814-26.9% | $103,374-20.9% | $145,959-44.0% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 10.75% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,989 | $4,214-29.1% | $3,869-22.8% | $4,661-35.9% |
| Participant deferral / active EE | $9,130 | $5,618+62.5% | $5,058+80.5% | $6,689+36.5% |
| Admin fee / account holder | $934 | $9,754-90.4% | $8,394-88.9% | $13,398-93.0% |