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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 | $113,161 | $117,846-4.0% | $102,434+10.5% | $145,884-22.4% |
| Participation rate | 92.9% | 78.6%+14.2pp | 76.5%+16.3pp | 80.3%+12.6pp |
| Annual return | 18.61% | 31.90%-13.3pp | 29.46%-10.8pp | 551.85%-533.2pp |
| Employer contribution / active EE | $1,874 | $3,615-48.1% | $3,023-38.0% | $4,662-59.8% |
| Participant deferral / active EE | $6,909 | $5,733+20.5% | $5,055+36.7% | $6,690+3.3% |
| Admin fee / account holder | $357 | $13,356-97.3% | $9,462-96.2% | $13,392-97.3% |