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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 | $102,106 | $101,950+0.2% | $125,529-18.7% | $86,983+17.4% |
| Participation rate | 90.0% | 70.2%+19.8pp | 74.7%+15.3pp | 69.5%+20.5pp |
| Annual return | 13.78% | 18.29%-4.5pp | 202.56%-188.8pp | 25.83%-12.0pp |
| Employer contribution / active EE | $1,952 | $2,358-17.2% | $3,058-36.2% | $2,584-24.5% |
| Participant deferral / active EE | $2,441 | $3,862-36.8% | $4,813-49.3% | $4,194-41.8% |
| Admin fee / account holder | $4,054 | $12,791-68.3% | $16,298-75.1% | $7,856-48.4% |