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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 | $110,060 | $114,013-3.5% | $103,693+6.1% | $155,188-29.1% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.8pp | 80.8%-4.3pp |
| Annual return | 10.81% | 49.31%-38.5pp | 47.61%-36.8pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,531 | $3,131-51.1% | $2,920-47.6% | $4,248-64.0% |
| Participant deferral / active EE | $3,278 | $4,970-34.0% | $4,579-28.4% | $6,531-49.8% |
| Admin fee / account holder | $1,756 | $8,407-79.1% | $7,858-77.7% | $14,480-87.9% |