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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 | $114,832 | $110,410+4.0% | $102,437+12.1% | $145,897-21.3% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 13.09% | 24.85%-11.8pp | 24.95%-11.9pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,299 | $4,217-21.8% | $3,871-14.8% | $4,663-29.2% |
| Participant deferral / active EE | $5,148 | $5,622-8.4% | $5,060+1.7% | $6,689-23.0% |
| Admin fee / account holder | $1,238 | $9,745-87.3% | $8,388-85.2% | $13,390-90.8% |