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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 | $108,613 | $110,379-1.6% | $102,412+6.1% | $145,884-25.5% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 9.27% | 24.84%-15.6pp | 24.94%-15.7pp | 551.85%-542.6pp |
| Employer contribution / active EE | $3,581 | $4,216-15.1% | $3,870-7.5% | $4,662-23.2% |
| Participant deferral / active EE | $7,665 | $5,622+36.3% | $5,060+51.5% | $6,690+14.6% |
| Admin fee / account holder | $25,333 | $9,745+160.0% | $8,388+202.0% | $13,392+89.2% |