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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 | $107,078 | $98,240+9.0% | $82,313+30.1% | $147,585-27.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 11.64% | 30.85%-19.2pp | 25.88%-14.2pp | 578.57%-566.9pp |
| Employer contribution / active EE | $2,084 | $3,192-34.7% | $2,428-14.2% | $4,876-57.3% |
| Participant deferral / active EE | $7,205 | $4,383+64.4% | $3,706+94.4% | $5,439+32.5% |
| Admin fee / account holder | $677 | $8,563-92.1% | $5,608-87.9% | $10,885-93.8% |