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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 | $107,338 | $110,379-2.8% | $102,412+4.8% | $145,884-26.4% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.60% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $11,762 | $4,216+179.0% | $3,870+203.9% | $4,662+152.3% |
| Participant deferral / active EE | $14,247 | $5,622+153.4% | $5,060+181.5% | $6,690+113.0% |
| Admin fee / account holder | $2,919 | $9,745-70.0% | $8,388-65.2% | $13,392-78.2% |