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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 | $110,212-5.1% | $96,534+8.3% | $139,466-25.0% |
| Participation rate | 91.7% | 78.1%+13.5pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 12.92% | 26.42%-13.5pp | 25.88%-13.0pp | 373.66%-360.7pp |
| Employer contribution / active EE | $2,463 | $3,620-32.0% | $2,965-17.0% | $4,754-48.2% |
| Participant deferral / active EE | $3,125 | $5,547-43.7% | $4,851-35.6% | $6,712-53.4% |
| Admin fee / account holder | $1,890 | $11,599-83.7% | $8,253-77.1% | $11,409-83.4% |