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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 | $106,174 | $162,821-34.8% | $133,978-20.8% | $158,982-33.2% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 13.00% | 41.95%-28.9pp | 45.10%-32.1pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,025 | $4,976-39.2% | $3,919-22.8% | $4,763-36.5% |
| Participant deferral / active EE | $8,531 | $5,910+44.3% | $5,047+69.0% | $5,983+42.6% |
| Admin fee / account holder | $5,014 | $11,742-57.3% | $8,930-43.8% | $11,252-55.4% |