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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 | $101,075 | $117,444-13.9% | $99,479+1.6% | $152,909-33.9% |
| Participation rate | 90.9% | 77.5%+13.4pp | 73.8%+17.1pp | 82.5%+8.5pp |
| Annual return | 22.21% | 31.87%-9.7pp | 30.72%-8.5pp | 345.46%-323.2pp |
| Employer contribution / active EE | $3,450 | $3,014+14.5% | $2,540+35.8% | $4,764-27.6% |
| Participant deferral / active EE | $12,149 | $4,086+197.3% | $3,619+235.7% | $5,851+107.6% |
| Admin fee / account holder | $2,776 | $7,635-63.6% | $6,253-55.6% | $11,601-76.1% |