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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 | $106,313 | $110,337-3.6% | $102,383+3.8% | $145,877-27.1% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 9.12% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,823 | $4,216-33.0% | $3,870-27.1% | $4,663-39.5% |
| Participant deferral / active EE | $6,745 | $5,621+20.0% | $5,060+33.3% | $6,691+0.8% |
| Admin fee / account holder | $2,914 | $9,750-70.1% | $8,391-65.3% | $13,402-78.3% |