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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 | $105,370 | $106,267-0.8% | $96,520+9.2% | $139,456-24.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.18% | 38.45%-24.3pp | 35.72%-21.5pp | 373.45%-359.3pp |
| Employer contribution / active EE | $2,072 | $4,105-49.5% | $3,739-44.6% | $4,753-56.4% |
| Participant deferral / active EE | $4,075 | $5,454-25.3% | $4,879-16.5% | $6,711-39.3% |
| Admin fee / account holder | $1,177 | $7,882-85.1% | $6,733-82.5% | $11,407-89.7% |