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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 | $105,414 | $100,279+5.1% | $81,353+29.6% | $145,884-27.7% |
| Participation rate | 83.3% | 74.3%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 11.73% | 34.49%-22.8pp | 24.82%-13.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $4,032 | $2,979+35.4% | $2,464+63.7% | $4,662-13.5% |
| Participant deferral / active EE | $5,506 | $4,611+19.4% | $3,885+41.7% | $6,690-17.7% |
| Admin fee / account holder | $614 | $8,206-92.5% | $5,766-89.4% | $13,392-95.4% |