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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 | $117,904-21.2% | $102,457-9.3% | $145,978-36.3% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 16.51% | 31.80%-15.3pp | 29.41%-12.9pp | 550.52%-534.0pp |
| Employer contribution / active EE | $1,695 | $3,613-53.1% | $3,022-43.9% | $4,662-63.7% |
| Participant deferral / active EE | $7,191 | $5,733+25.4% | $5,054+42.3% | $6,690+7.5% |
| Admin fee / account holder | $362 | $13,329-97.3% | $9,451-96.2% | $13,400-97.3% |