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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 | $118,975 | $117,426+1.3% | $99,470+19.6% | $152,885-22.2% |
| Participation rate | 85.7% | 77.5%+8.2pp | 73.8%+11.9pp | 82.5%+3.3pp |
| Annual return | 21.44% | 31.87%-10.4pp | 30.72%-9.3pp | 345.39%-324.0pp |
| Employer contribution / active EE | $2,930 | $3,014-2.8% | $2,540+15.3% | $4,763-38.5% |
| Participant deferral / active EE | $5,675 | $4,086+38.9% | $3,619+56.8% | $5,851-3.0% |
| Admin fee / account holder | $2,782 | $7,634-63.6% | $6,252-55.5% | $11,598-76.0% |