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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 | $110,112 | $117,904-6.6% | $102,457+7.5% | $145,978-24.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 10.02% | 31.80%-21.8pp | 29.41%-19.4pp | 550.52%-540.5pp |
| Employer contribution / active EE | $2,481 | $3,613-31.3% | $3,022-17.9% | $4,662-46.8% |
| Participant deferral / active EE | $7,239 | $5,733+26.3% | $5,054+43.2% | $6,690+8.2% |
| Admin fee / account holder | $880 | $13,329-93.4% | $9,451-90.7% | $13,400-93.4% |