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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 | $120,445 | $172,111-30.0% | $150,298-19.9% | $137,256-12.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 12.32% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,696 | $4,636-20.3% | $4,154-11.0% | $4,156-11.1% |
| Participant deferral / active EE | $6,037 | $6,166-2.1% | $5,453+10.7% | $6,407-5.8% |
| Admin fee / account holder | $3,473 | $16,471-78.9% | $14,116-75.4% | $12,270-71.7% |