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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 | $110,337+4.1% | $102,383+12.2% | $145,877-21.3% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 13.09% | 24.83%-11.7pp | 24.94%-11.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,299 | $4,216-21.7% | $3,870-14.8% | $4,663-29.2% |
| Participant deferral / active EE | $5,148 | $5,621-8.4% | $5,060+1.8% | $6,691-23.0% |
| Admin fee / account holder | $1,238 | $9,750-87.3% | $8,391-85.2% | $13,402-90.8% |