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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 | $105,506 | $117,846-10.5% | $102,434+3.0% | $145,884-27.7% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.12% | 31.90%-20.8pp | 29.46%-18.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $4,134 | $3,615+14.4% | $3,023+36.8% | $4,662-11.3% |
| Participant deferral / active EE | $9,587 | $5,733+67.2% | $5,055+89.7% | $6,690+43.3% |
| Admin fee / account holder | $3,416 | $13,356-74.4% | $9,462-63.9% | $13,392-74.5% |