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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 | $103,910 | $110,307-5.8% | $96,576+7.6% | $139,456-25.5% |
| Participation rate | 90.5% | 78.1%+12.4pp | 76.0%+14.5pp | 80.3%+10.1pp |
| Annual return | 10.76% | 26.40%-15.6pp | 25.87%-15.1pp | 373.45%-362.7pp |
| Employer contribution / active EE | $3,299 | $3,619-8.9% | $2,965+11.3% | $4,753-30.6% |
| Participant deferral / active EE | $2,209 | $5,547-60.2% | $4,851-54.5% | $6,711-67.1% |
| Admin fee / account holder | $4,128 | $11,597-64.4% | $8,253-50.0% | $11,407-63.8% |