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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 | $110,410+10.1% | $102,437+18.7% | $145,897-16.7% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 12.44% | 24.85%-12.4pp | 24.95%-12.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $4,275 | $4,217+1.4% | $3,871+10.4% | $4,663-8.3% |
| Participant deferral / active EE | $7,309 | $5,622+30.0% | $5,060+44.4% | $6,689+9.3% |
| Admin fee / account holder | $1,339 | $9,745-86.3% | $8,388-84.0% | $13,390-90.0% |