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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 | $81,843 | $77,419+5.7% | $69,461+17.8% | $152,885-46.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 24.73% | 39.07%-14.3pp | 28.97%-4.2pp | 345.39%-320.7pp |
| Employer contribution / active EE | $1,625 | $3,315-51.0% | $2,779-41.5% | $4,763-65.9% |
| Participant deferral / active EE | $4,416 | $4,4140% | $3,536+24.9% | $5,851-24.5% |
| Admin fee / account holder | $888 | $6,207-85.7% | $3,840-76.9% | $11,598-92.3% |