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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 | $98,683 | $107,809-8.5% | $97,032+1.7% | $155,188-36.4% |
| Participation rate | 89.5% | 75.5%+14.0pp | 71.6%+17.9pp | 80.8%+8.7pp |
| Annual return | 10.81% | 38.06%-27.2pp | 35.38%-24.6pp | 148.84%-138.0pp |
| Employer contribution / active EE | $588 | $2,911-79.8% | $2,629-77.6% | $4,248-86.2% |
| Participant deferral / active EE | $3,613 | $5,129-29.6% | $4,672-22.7% | $6,531-44.7% |
| Admin fee / account holder | $21,114 | $10,717+97.0% | $9,418+124.2% | $14,480+45.8% |