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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 | $105,709 | $99,875+5.8% | $146,866-28.0% | $86,983+21.5% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.5%+16.2pp |
| Annual return | 14.01% | 28.10%-14.1pp | 102.85%-88.8pp | 25.83%-11.8pp |
| Employer contribution / active EE | $771 | $3,224-76.1% | $4,425-82.6% | $2,584-70.2% |
| Participant deferral / active EE | $9,443 | $6,322+49.4% | $7,759+21.7% | $4,194+125.2% |
| Admin fee / account holder | $5,304 | $7,838-32.3% | $13,620-61.1% | $7,856-32.5% |