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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 | $65,880 | $162,785-59.5% | $133,959-50.8% | $158,950-58.6% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 13.56% | 41.94%-28.4pp | 45.09%-31.5pp | 302.91%-289.4pp |
| Employer contribution / active EE | $2,823 | $4,975-43.3% | $3,919-28.0% | $4,762-40.7% |
| Participant deferral / active EE | $4,777 | $5,910-19.2% | $5,047-5.3% | $5,983-20.1% |
| Admin fee / account holder | $323 | $11,738-97.2% | $8,928-96.4% | $11,248-97.1% |