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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 | $136,660 | $141,004-3.1% | $112,273+21.7% | $139,466-2.0% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 22.81% | 32.75%-9.9pp | 30.23%-7.4pp | 373.66%-350.9pp |
| Employer contribution / active EE | $2,870 | $4,285-33.0% | $3,431-16.4% | $4,754-39.6% |
| Participant deferral / active EE | $4,253 | $5,878-27.6% | $4,800-11.4% | $6,712-36.6% |
| Admin fee / account holder | $1,118 | $9,959-88.8% | $7,752-85.6% | $11,409-90.2% |