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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 | $107,692 | $111,814-3.7% | $103,378+4.2% | $145,978-26.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.66% | 24.80%-15.1pp | 24.91%-15.2pp | 550.52%-540.9pp |
| Employer contribution / active EE | $2,585 | $4,215-38.7% | $3,870-33.2% | $4,662-44.6% |
| Participant deferral / active EE | $13,742 | $5,618+144.6% | $5,058+171.7% | $6,690+105.4% |
| Admin fee / account holder | $5,239 | $9,764-46.3% | $8,401-37.6% | $13,400-60.9% |