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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 | $96,001 | $141,004-31.9% | $112,273-14.5% | $139,466-31.2% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 16.61% | 32.75%-16.1pp | 30.23%-13.6pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,791 | $4,285-58.2% | $3,431-47.8% | $4,754-62.3% |
| Participant deferral / active EE | $6,486 | $5,878+10.4% | $4,800+35.1% | $6,712-3.4% |
| Admin fee / account holder | $423 | $9,959-95.7% | $7,752-94.5% | $11,409-96.3% |