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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 | $102,992 | $110,307-6.6% | $96,576+6.6% | $139,456-26.1% |
| Participation rate | 81.0% | 78.1%+2.8pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 10.37% | 26.40%-16.0pp | 25.87%-15.5pp | 373.45%-363.1pp |
| Employer contribution / active EE | $2,209 | $3,619-39.0% | $2,965-25.5% | $4,753-53.5% |
| Participant deferral / active EE | $6,257 | $5,547+12.8% | $4,851+29.0% | $6,711-6.8% |
| Admin fee / account holder | $26,408 | $11,597+127.7% | $8,253+220.0% | $11,407+131.5% |