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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 | $111,814-4.9% | $103,378+2.8% | $145,978-27.2% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 9.12% | 24.80%-15.7pp | 24.91%-15.8pp | 550.52%-541.4pp |
| Employer contribution / active EE | $2,823 | $4,215-33.0% | $3,870-27.1% | $4,662-39.4% |
| Participant deferral / active EE | $6,745 | $5,618+20.1% | $5,058+33.4% | $6,690+0.8% |
| Admin fee / account holder | $2,914 | $9,764-70.2% | $8,401-65.3% | $13,400-78.3% |