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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 | $98,885 | $110,307-10.4% | $96,576+2.4% | $139,456-29.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.96% | 26.40%-12.4pp | 25.87%-11.9pp | 373.45%-359.5pp |
| Employer contribution / active EE | $1,849 | $3,619-48.9% | $2,965-37.6% | $4,753-61.1% |
| Participant deferral / active EE | $3,600 | $5,547-35.1% | $4,851-25.8% | $6,711-46.4% |
| Admin fee / account holder | $6,118 | $11,597-47.2% | $8,253-25.9% | $11,407-46.4% |