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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 | $102,636 | $95,406+7.6% | $185,849-44.8% | $85,847+19.6% |
| Participation rate | 87.2% | 68.8%+18.4pp | 81.7%+5.5pp | 69.3%+17.9pp |
| Annual return | 15.59% | 23.59%-8.0pp | 122.10%-106.5pp | 318.61%-303.0pp |
| Employer contribution / active EE | $3,648 | $3,314+10.1% | $5,169-29.4% | $2,565+42.2% |
| Participant deferral / active EE | $3,843 | $3,424+12.3% | $5,569-31.0% | $3,952-2.8% |
| Admin fee / account holder | $6,134 | $7,214-15.0% | $16,244-62.2% | $6,261-2.0% |