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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 | $92,942 | $117,829-21.1% | $102,423-9.3% | $145,877-36.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 16.51% | 31.83%-15.3pp | 29.42%-12.9pp | 551.28%-534.8pp |
| Employer contribution / active EE | $1,695 | $3,615-53.1% | $3,023-43.9% | $4,663-63.7% |
| Participant deferral / active EE | $7,191 | $5,732+25.4% | $5,054+42.3% | $6,691+7.5% |
| Admin fee / account holder | $362 | $13,335-97.3% | $9,455-96.2% | $13,402-97.3% |