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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 | $115,225-9.6% | $100,712+3.5% | $138,895-25.0% |
| Participation rate | 91.3% | 74.3%+17.0pp | 69.3%+22.0pp | 79.9%+11.4pp |
| Annual return | 15.70% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $3,229 | $2,771+16.5% | $2,313+39.6% | $4,194-23.0% |
| Participant deferral / active EE | $8,394 | $4,699+78.6% | $4,085+105.5% | $6,396+31.2% |
| Admin fee / account holder | $4,159 | $10,844-61.7% | $9,256-55.1% | $12,562-66.9% |