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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 | $117,895-21.2% | $102,460-9.3% | $145,897-36.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 16.51% | 31.92%-15.4pp | 29.47%-13.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,695 | $3,619-53.2% | $3,025-44.0% | $4,663-63.7% |
| Participant deferral / active EE | $7,191 | $5,736+25.4% | $5,056+42.2% | $6,689+7.5% |
| Admin fee / account holder | $362 | $13,353-97.3% | $9,460-96.2% | $13,390-97.3% |