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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 | $91,238 | $110,307-17.3% | $96,576-5.5% | $139,456-34.6% |
| Participation rate | 81.0% | 78.1%+2.8pp | 76.0%+5.0pp | 80.3%+0.6pp |
| Annual return | 18.88% | 26.40%-7.5pp | 25.87%-7.0pp | 373.45%-354.6pp |
| Employer contribution / active EE | $3,841 | $3,619+6.1% | $2,965+29.6% | $4,753-19.2% |
| Participant deferral / active EE | $8,826 | $5,547+59.1% | $4,851+81.9% | $6,711+31.5% |
| Admin fee / account holder | $1,100 | $11,597-90.5% | $8,253-86.7% | $11,407-90.4% |