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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 | $106,154 | $117,444-9.6% | $99,479+6.7% | $152,909-30.6% |
| Participation rate | 86.4% | 77.5%+8.8pp | 73.8%+12.5pp | 82.5%+3.9pp |
| Annual return | 19.54% | 31.87%-12.3pp | 30.72%-11.2pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,394 | $3,014-20.6% | $2,540-5.8% | $4,764-49.8% |
| Participant deferral / active EE | $4,950 | $4,086+21.1% | $3,619+36.8% | $5,851-15.4% |
| Admin fee / account holder | $1,227 | $7,635-83.9% | $6,253-80.4% | $11,601-89.4% |