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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 | $108,028 | $105,200+2.7% | $159,474-32.3% | $85,847+25.8% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.8%-0.9pp | 69.3%+12.6pp |
| Annual return | 13.07% | 45.08%-32.0pp | 263.68%-250.6pp | 318.61%-305.5pp |
| Employer contribution / active EE | $1,978 | $3,319-40.4% | $4,831-59.1% | $2,565-22.9% |
| Participant deferral / active EE | $3,884 | $5,946-34.7% | $7,353-47.2% | $3,952-1.7% |
| Admin fee / account holder | $7,936 | $6,934+14.4% | $10,802-26.5% | $6,261+26.8% |