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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 | $106,808 | $117,846-9.4% | $102,434+4.3% | $145,884-26.8% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 15.73% | 31.90%-16.2pp | 29.46%-13.7pp | 551.85%-536.1pp |
| Employer contribution / active EE | $3,839 | $3,615+6.2% | $3,023+27.0% | $4,662-17.7% |
| Participant deferral / active EE | $5,194 | $5,733-9.4% | $5,055+2.7% | $6,690-22.4% |
| Admin fee / account holder | $47,770 | $13,356+257.7% | $9,462+404.9% | $13,392+256.7% |