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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 | $108,554 | $87,166+24.5% | $76,735+41.5% | $137,256-20.9% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.5%+18.0pp | 80.0%+7.5pp |
| Annual return | 10.95% | 26.50%-15.5pp | 29.77%-18.8pp | 220.34%-209.4pp |
| Employer contribution / active EE | $4,047 | $2,904+39.4% | $2,454+64.9% | $4,156-2.6% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,453 | $8,403-58.9% | $7,189-52.0% | $12,270-71.9% |