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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 | $106,959 | $110,337-3.1% | $102,383+4.5% | $145,877-26.7% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 15.72% | 24.83%-9.1pp | 24.94%-9.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,627 | $4,216-14.0% | $3,870-6.3% | $4,663-22.2% |
| Participant deferral / active EE | $7,571 | $5,621+34.7% | $5,060+49.6% | $6,691+13.2% |
| Admin fee / account holder | $6,835 | $9,750-29.9% | $8,391-18.6% | $13,402-49.0% |