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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 | $96,720 | $110,307-12.3% | $96,576+0.1% | $139,456-30.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 16.97% | 26.40%-9.4pp | 25.87%-8.9pp | 373.45%-356.5pp |
| Employer contribution / active EE | $3,398 | $3,619-6.1% | $2,965+14.6% | $4,753-28.5% |
| Participant deferral / active EE | $5,951 | $5,547+7.3% | $4,851+22.7% | $6,711-11.3% |
| Admin fee / account holder | $2,617 | $11,597-77.4% | $8,253-68.3% | $11,407-77.1% |