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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 | $100,122 | $98,760+1.4% | $149,715-33.1% | $79,858+25.4% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 14.25% | 27.43%-13.2pp | 276.66%-262.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $1,677 | $3,217-47.9% | $4,645-63.9% | $2,471-32.1% |
| Participant deferral / active EE | $8,509 | $5,681+49.8% | $6,842+24.4% | $3,740+127.5% |
| Admin fee / account holder | $8,157 | $6,053+34.8% | $9,310-12.4% | $5,306+53.7% |