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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 | $114,017 | $100,970+12.9% | $96,576+18.1% | $137,256-16.9% |
| Participation rate | 95.0% | 82.6%+12.4pp | 81.4%+13.6pp | 80.0%+15.0pp |
| Annual return | 14.54% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,198 | $3,809-16.0% | $3,553-10.0% | $4,156-23.0% |
| Participant deferral / active EE | $5,429 | $8,286-34.5% | $7,956-31.8% | $6,407-15.3% |
| Admin fee / account holder | $500 | $11,312-95.6% | $11,381-95.6% | $12,270-95.9% |