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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 | $111,814-3.0% | $103,378+4.9% | $145,978-25.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.28% | 24.80%-15.5pp | 24.91%-15.6pp | 550.52%-541.2pp |
| Employer contribution / active EE | $2,608 | $4,215-38.1% | $3,870-32.6% | $4,662-44.1% |
| Participant deferral / active EE | $3,906 | $5,618-30.5% | $5,058-22.8% | $6,690-41.6% |
| Admin fee / account holder | $3,881 | $9,764-60.3% | $8,401-53.8% | $13,400-71.0% |