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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 | $99,865 | $112,729-11.4% | $98,716+1.2% | $137,256-27.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 13.86% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,266 | $2,725+56.5% | $2,279+87.2% | $4,156+2.7% |
| Participant deferral / active EE | $10,627 | $4,640+129.0% | $4,048+162.6% | $6,407+65.9% |
| Admin fee / account holder | $3,490 | $10,129-65.5% | $8,703-59.9% | $12,270-71.6% |