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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 | $99,034 | $95,959+3.2% | $97,411+1.7% | $138,895-28.7% |
| Participation rate | 85.7% | 81.8%+3.9pp | 80.4%+5.3pp | 79.9%+5.8pp |
| Annual return | 15.08% | 29.30%-14.2pp | 34.72%-19.6pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,621 | $4,278-38.7% | $4,210-37.7% | $4,194-37.5% |
| Participant deferral / active EE | $12,713 | $5,876+116.4% | $5,886+116.0% | $6,396+98.8% |
| Admin fee / account holder | $3,784 | $7,555-49.9% | $7,145-47.0% | $12,562-69.9% |