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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 | $87,466 | $162,781-46.3% | $133,956-34.7% | $158,931-45.0% |
| Participation rate | 90.5% | 83.2%+7.3pp | 79.8%+10.6pp | 82.0%+8.5pp |
| Annual return | 13.40% | 41.94%-28.5pp | 45.09%-31.7pp | 302.86%-289.5pp |
| Employer contribution / active EE | $1,595 | $4,975-67.9% | $3,919-59.3% | $4,761-66.5% |
| Participant deferral / active EE | $7,170 | $5,911+21.3% | $5,048+42.1% | $5,982+19.9% |
| Admin fee / account holder | $381 | $11,736-96.8% | $8,927-95.7% | $11,247-96.6% |