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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 | $111,855 | $106,247+5.3% | $96,515+15.9% | $139,466-19.8% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 17.26% | 38.47%-21.2pp | 35.73%-18.5pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,721 | $4,106-58.1% | $3,740-54.0% | $4,754-63.8% |
| Participant deferral / active EE | $4,601 | $5,456-15.7% | $4,880-5.7% | $6,712-31.4% |
| Admin fee / account holder | $3,439 | $7,885-56.4% | $6,735-48.9% | $11,409-69.9% |