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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 | $131,805 | $102,609+28.5% | $98,090+34.4% | $138,895-5.1% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 18.45% | 36.44%-18.0pp | 37.05%-18.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $3,901 | $3,867+0.9% | $3,606+8.2% | $4,194-7.0% |
| Participant deferral / active EE | $10,488 | $8,167+28.4% | $7,845+33.7% | $6,396+64.0% |
| Admin fee / account holder | $402 | $11,434-96.5% | $11,815-96.6% | $12,562-96.8% |