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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 | $107,101 | $115,814-7.5% | $101,275+5.8% | $158,982-32.6% |
| Participation rate | 86.7% | 79.4%+7.3pp | 75.8%+10.9pp | 82.0%+4.7pp |
| Annual return | 16.57% | 56.16%-39.6pp | 46.48%-29.9pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,723 | $4,176-34.8% | $3,660-25.6% | $4,763-42.8% |
| Participant deferral / active EE | $6,386 | $4,958+28.8% | $4,371+46.1% | $5,983+6.7% |
| Admin fee / account holder | $512 | $7,249-92.9% | $5,948-91.4% | $11,252-95.4% |