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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 | $111,634 | $104,251+7.1% | $91,004+22.7% | $147,586-24.4% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.6%+14.9pp | 82.8%+7.6pp |
| Annual return | 13.68% | 27.06%-13.4pp | 4.60%+9.1pp | 578.59%-564.9pp |
| Employer contribution / active EE | $6,586 | $3,116+111.4% | $2,456+168.2% | $4,876+35.1% |
| Participant deferral / active EE | $6,186 | $4,195+47.5% | $3,548+74.4% | $5,439+13.7% |
| Admin fee / account holder | $2,304 | $8,948-74.2% | $5,417-57.5% | $10,886-78.8% |