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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 | $104,220 | $112,729-7.5% | $98,716+5.6% | $137,256-24.1% |
| Participation rate | 91.3% | 74.2%+17.1pp | 69.3%+22.0pp | 80.0%+11.3pp |
| Annual return | 15.70% | 38.48%-22.8pp | 31.81%-16.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,229 | $2,725+18.5% | $2,279+41.7% | $4,156-22.3% |
| Participant deferral / active EE | $8,394 | $4,640+80.9% | $4,048+107.4% | $6,407+31.0% |
| Admin fee / account holder | $4,159 | $10,129-58.9% | $8,703-52.2% | $12,270-66.1% |