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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 | $95,109 | $102,938-7.6% | $94,105+1.1% | $138,895-31.5% |
| Participation rate | 81.8% | 74.6%+7.2pp | 71.9%+9.9pp | 79.9%+1.9pp |
| Annual return | 17.18% | 250.28%-233.1pp | 204.55%-187.4pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,749 | $2,732-36.0% | $2,504-30.2% | $4,194-58.3% |
| Participant deferral / active EE | $3,886 | $4,196-7.4% | $3,881+0.1% | $6,396-39.2% |
| Admin fee / account holder | $4,584 | $6,600-30.6% | $6,199-26.1% | $12,562-63.5% |