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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 | $101,106 | $110,337-8.4% | $102,383-1.2% | $145,877-30.7% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 21.42% | 24.83%-3.4pp | 24.94%-3.5pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,893 | $4,216-55.1% | $3,870-51.1% | $4,663-59.4% |
| Participant deferral / active EE | $5,386 | $5,621-4.2% | $5,060+6.4% | $6,691-19.5% |
| Admin fee / account holder | $836 | $9,750-91.4% | $8,391-90.0% | $13,402-93.8% |