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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 | $100,864 | $106,247-5.1% | $96,515+4.5% | $139,466-27.7% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 17.19% | 38.47%-21.3pp | 35.73%-18.5pp | 373.66%-356.5pp |
| Employer contribution / active EE | $2,104 | $4,106-48.8% | $3,740-43.7% | $4,754-55.7% |
| Participant deferral / active EE | $5,830 | $5,456+6.9% | $4,880+19.5% | $6,712-13.1% |
| Admin fee / account holder | $7,770 | $7,885-1.5% | $6,735+15.4% | $11,409-31.9% |