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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 | $102,394 | $106,236-3.6% | $96,496+6.1% | $139,427-26.6% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 12.86% | 38.43%-25.6pp | 35.70%-22.8pp | 373.27%-360.4pp |
| Employer contribution / active EE | $2,845 | $4,104-30.7% | $3,738-23.9% | $4,752-40.1% |
| Participant deferral / active EE | $4,152 | $5,455-23.9% | $4,879-14.9% | $6,711-38.1% |
| Admin fee / account holder | $542 | $7,879-93.1% | $6,731-92.0% | $11,404-95.2% |