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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 | $110,337-25.9% | $102,383-20.1% | $145,877-44.0% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 10.75% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,989 | $4,216-29.1% | $3,870-22.8% | $4,663-35.9% |
| Participant deferral / active EE | $9,130 | $5,621+62.4% | $5,060+80.5% | $6,691+36.5% |
| Admin fee / account holder | $934 | $9,750-90.4% | $8,391-88.9% | $13,402-93.0% |