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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 | $106,799 | $98,760+8.1% | $149,715-28.7% | $79,858+33.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 20.75% | 27.43%-6.7pp | 276.66%-255.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $1,747 | $3,217-45.7% | $4,645-62.4% | $2,471-29.3% |
| Participant deferral / active EE | $5,493 | $5,681-3.3% | $6,842-19.7% | $3,740+46.9% |
| Admin fee / account holder | $7,796 | $6,053+28.8% | $9,310-16.3% | $5,306+46.9% |