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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 | $104,579 | $110,307-5.2% | $96,576+8.3% | $139,456-25.0% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 12.92% | 26.40%-13.5pp | 25.87%-12.9pp | 373.45%-360.5pp |
| Employer contribution / active EE | $2,463 | $3,619-32.0% | $2,965-16.9% | $4,753-48.2% |
| Participant deferral / active EE | $3,125 | $5,547-43.7% | $4,851-35.6% | $6,711-53.4% |
| Admin fee / account holder | $1,890 | $11,597-83.7% | $8,253-77.1% | $11,407-83.4% |