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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 | $104,672 | $95,664+9.4% | $76,902+36.1% | $139,487-25.0% |
| Participation rate | 85.7% | 74.0%+11.7pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 27.81% | 55.03%-27.2pp | 37.91%-10.1pp | 373.84%-346.0pp |
| Employer contribution / active EE | $2,739 | $3,147-13.0% | $2,534+8.1% | $4,755-42.4% |
| Participant deferral / active EE | $4,868 | $4,626+5.2% | $3,833+27.0% | $6,713-27.5% |
| Admin fee / account holder | $7,259 | $8,311-12.7% | $5,479+32.5% | $11,407-36.4% |