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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 | $120,540 | $124,425-3.1% | $112,040+7.6% | $137,256-12.2% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 14.88% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,827 | $3,411+100.1% | $2,954+131.1% | $4,156+64.3% |
| Participant deferral / active EE | $5,148 | $5,718-10.0% | $5,098+1.0% | $6,407-19.7% |
| Admin fee / account holder | $120,686 | $15,207+693.6% | $12,098+897.6% | $12,270+883.6% |