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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 | $91,083 | $101,063-9.9% | $81,473+11.8% | $147,586-38.3% |
| Participation rate | 81.3% | 74.5%+6.8pp | 68.0%+13.3pp | 82.8%-1.6pp |
| Annual return | 13.21% | 32.41%-19.2pp | 38.78%-25.6pp | 578.59%-565.4pp |
| Employer contribution / active EE | $794 | $3,206-75.2% | $2,568-69.1% | $4,876-83.7% |
| Participant deferral / active EE | $3,090 | $4,242-27.2% | $3,537-12.6% | $5,439-43.2% |
| Admin fee / account holder | $906 | $5,812-84.4% | $4,561-80.1% | $10,886-91.7% |