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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 | $112,851 | $103,387+9.2% | $87,102+29.6% | $152,885-26.2% |
| Participation rate | 84.6% | 79.4%+5.3pp | 76.9%+7.7pp | 82.5%+2.2pp |
| Annual return | 17.11% | 28.10%-11.0pp | 28.19%-11.1pp | 345.39%-328.3pp |
| Employer contribution / active EE | $3,093 | $3,221-4.0% | $2,521+22.7% | $4,763-35.1% |
| Participant deferral / active EE | $4,402 | $4,778-7.9% | $4,048+8.7% | $5,851-24.8% |
| Admin fee / account holder | $7,796 | $12,193-36.1% | $7,491+4.1% | $11,598-32.8% |