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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 | $99,260 | $102,609-3.3% | $98,090+1.2% | $138,895-28.5% |
| Participation rate | 88.2% | 82.8%+5.5pp | 81.5%+6.7pp | 79.9%+8.3pp |
| Annual return | 15.00% | 36.44%-21.4pp | 37.05%-22.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $5,716 | $3,867+47.8% | $3,606+58.5% | $4,194+36.3% |
| Participant deferral / active EE | $16,109 | $8,167+97.2% | $7,845+105.3% | $6,396+151.8% |
| Admin fee / account holder | $37,285 | $11,434+226.1% | $11,815+215.6% | $12,562+196.8% |