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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 | $100,608 | $97,751+2.9% | $103,431-2.7% | $145,978-31.1% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 12.71% | 25.43%-12.7pp | 23.92%-11.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $9,099 | $4,684+94.3% | $4,678+94.5% | $4,662+95.2% |
| Participant deferral / active EE | $2,489 | $6,603-62.3% | $6,625-62.4% | $6,690-62.8% |
| Admin fee / account holder | $7,158 | $12,515-42.8% | $9,412-23.9% | $13,400-46.6% |