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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 | $110,030 | $103,392+6.4% | $87,104+26.3% | $152,897-28.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.9%+3.1pp | 82.5%-2.5pp |
| Annual return | 24.09% | 28.10%-4.0pp | 28.19%-4.1pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,021 | $3,221-68.3% | $2,521-59.5% | $4,764-78.6% |
| Participant deferral / active EE | $8,330 | $4,778+74.3% | $4,048+105.8% | $5,851+42.4% |
| Admin fee / account holder | $8,354 | $12,194-31.5% | $7,491+11.5% | $11,599-28.0% |