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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 | $114,625 | $126,661-9.5% | $113,397+1.1% | $138,895-17.5% |
| Participation rate | 95.5% | 79.4%+16.0pp | 76.5%+19.0pp | 79.9%+15.5pp |
| Annual return | 11.88% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,798 | $3,456-48.0% | $2,977-39.6% | $4,194-57.1% |
| Participant deferral / active EE | $2,475 | $5,693-56.5% | $5,076-51.2% | $6,396-61.3% |
| Admin fee / account holder | $2,567 | $14,549-82.4% | $11,957-78.5% | $12,562-79.6% |