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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 | $104,630 | $87,059+20.2% | $105,608-0.9% | $80,925+29.3% |
| Participation rate | 82.1% | 70.4%+11.7pp | 75.3%+6.9pp | 67.7%+14.5pp |
| Annual return | 11.38% | 17.05%-5.7pp | 116.50%-105.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $912 | $2,396-61.9% | $3,167-71.2% | $2,756-66.9% |
| Participant deferral / active EE | $2,940 | $3,986-26.2% | $5,010-41.3% | $4,299-31.6% |
| Admin fee / account holder | $302 | $8,443-96.4% | $11,028-97.3% | $6,940-95.7% |