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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 | $97,765+2.9% | $103,486-2.8% | $145,884-31.0% |
| Participation rate | 85.7% | 81.1%+4.6pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 12.71% | 25.44%-12.7pp | 23.93%-11.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $9,099 | $4,687+94.1% | $4,679+94.4% | $4,662+95.2% |
| Participant deferral / active EE | $2,489 | $6,606-62.3% | $6,628-62.4% | $6,690-62.8% |
| Admin fee / account holder | $7,158 | $12,505-42.8% | $9,354-23.5% | $13,392-46.5% |