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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 | $101,549 | $124,425-18.4% | $112,040-9.4% | $137,256-26.0% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 17.25% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,617 | $3,411+6.0% | $2,954+22.5% | $4,156-13.0% |
| Participant deferral / active EE | $5,405 | $5,718-5.5% | $5,098+6.0% | $6,407-15.6% |
| Admin fee / account holder | $8,437 | $15,207-44.5% | $12,098-30.3% | $12,270-31.2% |