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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 | $101,604 | $98,463+3.2% | $119,258-14.8% | $85,856+18.3% |
| Participation rate | 90.6% | 77.6%+13.0pp | 82.7%+7.8pp | 69.3%+21.2pp |
| Annual return | 25.57% | 38.53%-13.0pp | 30.69%-5.1pp | 318.58%-293.0pp |
| Employer contribution / active EE | $2,782 | $3,698-24.8% | $4,384-36.6% | $2,565+8.4% |
| Participant deferral / active EE | $9,116 | $4,942+84.4% | $6,111+49.2% | $3,952+130.7% |
| Admin fee / account holder | $13,400 | $7,493+78.8% | $7,226+85.4% | $6,261+114.0% |