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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 | $104,291 | $103,393+0.9% | $87,103+19.7% | $152,909-31.8% |
| Participation rate | 95.7% | 79.4%+16.3pp | 76.9%+18.8pp | 82.5%+13.2pp |
| Annual return | 15.19% | 28.10%-12.9pp | 28.19%-13.0pp | 345.46%-330.3pp |
| Employer contribution / active EE | $2,855 | $3,221-11.4% | $2,521+13.2% | $4,764-40.1% |
| Participant deferral / active EE | $6,434 | $4,778+34.7% | $4,049+58.9% | $5,851+10.0% |
| Admin fee / account holder | $14,924 | $12,195+22.4% | $7,491+99.2% | $11,601+28.6% |