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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 | $111,600 | $117,829-5.3% | $102,423+9.0% | $145,877-23.5% |
| Participation rate | 81.0% | 78.6%+2.3pp | 76.5%+4.4pp | 80.3%+0.7pp |
| Annual return | 9.96% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.3pp |
| Employer contribution / active EE | $1,692 | $3,615-53.2% | $3,023-44.0% | $4,663-63.7% |
| Participant deferral / active EE | $4,606 | $5,732-19.7% | $5,054-8.9% | $6,691-31.2% |
| Admin fee / account holder | $8,261 | $13,335-38.1% | $9,455-12.6% | $13,402-38.4% |