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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 | $105,334 | $110,212-4.4% | $96,534+9.1% | $139,466-24.5% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 15.74% | 26.42%-10.7pp | 25.88%-10.1pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,435 | $3,620-32.7% | $2,965-17.9% | $4,754-48.8% |
| Participant deferral / active EE | $9,791 | $5,547+76.5% | $4,851+101.8% | $6,712+45.9% |
| Admin fee / account holder | $47,512 | $11,599+309.6% | $8,253+475.7% | $11,409+316.5% |