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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 | $103,063 | $111,535-7.6% | $105,223-2.1% | $137,256-24.9% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.02% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,705 | $3,939-31.3% | $3,689-26.7% | $4,156-34.9% |
| Participant deferral / active EE | $11,197 | $5,500+103.6% | $5,072+120.8% | $6,407+74.8% |
| Admin fee / account holder | $5,117 | $9,721-47.4% | $8,859-42.2% | $12,270-58.3% |