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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 | $130,866 | $111,301+17.6% | $112,977+15.8% | $158,982-17.7% |
| Participation rate | 94.1% | 83.5%+10.6pp | 82.6%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.59% | 26.40%-9.8pp | 24.24%-7.7pp | 302.99%-286.4pp |
| Employer contribution / active EE | $4,680 | $4,471+4.7% | $4,255+10.0% | $4,763-1.7% |
| Participant deferral / active EE | $4,497 | $5,880-23.5% | $5,836-22.9% | $5,983-24.8% |
| Admin fee / account holder | $1,978 | $8,392-76.4% | $6,294-68.6% | $11,252-82.4% |