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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 | $121,550 | $110,337+10.2% | $102,383+18.7% | $145,877-16.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 12.44% | 24.83%-12.4pp | 24.94%-12.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $4,275 | $4,216+1.4% | $3,870+10.5% | $4,663-8.3% |
| Participant deferral / active EE | $7,309 | $5,621+30.0% | $5,060+44.5% | $6,691+9.2% |
| Admin fee / account holder | $1,339 | $9,750-86.3% | $8,391-84.0% | $13,402-90.0% |