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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 | $103,301 | $110,240-6.3% | $96,544+7.0% | $139,487-25.9% |
| Participation rate | 86.7% | 78.1%+8.5pp | 76.0%+10.7pp | 80.3%+6.3pp |
| Annual return | 11.65% | 26.41%-14.8pp | 25.88%-14.2pp | 373.84%-362.2pp |
| Employer contribution / active EE | $1,440 | $3,622-60.3% | $2,966-51.5% | $4,755-69.7% |
| Participant deferral / active EE | $4,114 | $5,549-25.9% | $4,851-15.2% | $6,713-38.7% |
| Admin fee / account holder | $4,208 | $11,602-63.7% | $8,254-49.0% | $11,407-63.1% |