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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 | $104,259 | $98,776+5.6% | $149,745-30.4% | $79,856+30.6% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 14.76% | 27.38%-12.6pp | 276.72%-262.0pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,129 | $3,217-33.8% | $4,646-54.2% | $2,471-13.8% |
| Participant deferral / active EE | $11,189 | $5,681+96.9% | $6,843+63.5% | $3,741+199.1% |
| Admin fee / account holder | $779 | $6,053-87.1% | $9,312-91.6% | $5,306-85.3% |