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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 | $99,867 | $89,259+11.9% | $107,187-6.8% | $82,637+20.8% |
| Participation rate | 94.0% | 67.9%+26.1pp | 75.0%+19.0pp | 68.1%+25.9pp |
| Annual return | 13.18% | 21.02%-7.8pp | 204.55%-191.4pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,573 | $3,080-48.9% | $3,782-58.4% | $2,552-38.4% |
| Participant deferral / active EE | $4,832 | $4,037+19.7% | $5,096-5.2% | $4,126+17.1% |
| Admin fee / account holder | $13,662 | $7,381+85.1% | $9,162+49.1% | $7,339+86.2% |