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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 | $102,787 | $98,766+4.1% | $149,730-31.4% | $79,852+28.7% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.5%+11.3pp | 69.6%+24.1pp |
| Annual return | 14.86% | 27.43%-12.6pp | 276.70%-261.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $3,233 | $3,217+0.5% | $4,645-30.4% | $2,471+30.8% |
| Participant deferral / active EE | $6,786 | $5,681+19.5% | $6,843-0.8% | $3,740+81.4% |
| Admin fee / account holder | $4,699 | $6,052-22.4% | $9,310-49.5% | $5,306-11.5% |