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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 | $101,271 | $106,267-4.7% | $96,520+4.9% | $139,456-27.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 12.82% | 38.45%-25.6pp | 35.72%-22.9pp | 373.45%-360.6pp |
| Employer contribution / active EE | $1,869 | $4,105-54.5% | $3,739-50.0% | $4,753-60.7% |
| Participant deferral / active EE | $6,095 | $5,454+11.7% | $4,879+24.9% | $6,711-9.2% |
| Admin fee / account holder | $7,459 | $7,882-5.4% | $6,733+10.8% | $11,407-34.6% |