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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 | $101,971 | $110,212-7.5% | $96,534+5.6% | $139,466-26.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 76.0%+1.8pp | 80.3%-2.6pp |
| Annual return | 12.31% | 26.42%-14.1pp | 25.88%-13.6pp | 373.66%-361.4pp |
| Employer contribution / active EE | $3,878 | $3,620+7.1% | $2,965+30.8% | $4,754-18.4% |
| Participant deferral / active EE | $2,852 | $5,547-48.6% | $4,851-41.2% | $6,712-57.5% |
| Admin fee / account holder | $2,907 | $11,599-74.9% | $8,253-64.8% | $11,409-74.5% |