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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 | $108,429 | $110,410-1.8% | $102,437+5.8% | $145,897-25.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.28% | 24.85%-15.6pp | 24.95%-15.7pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,608 | $4,217-38.2% | $3,871-32.6% | $4,663-44.1% |
| Participant deferral / active EE | $3,906 | $5,622-30.5% | $5,060-22.8% | $6,689-41.6% |
| Admin fee / account holder | $3,881 | $9,745-60.2% | $8,388-53.7% | $13,390-71.0% |