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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 | $111,104 | $100,970+10.0% | $96,576+15.0% | $137,256-19.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.94% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,931 | $3,809-23.0% | $3,553-17.5% | $4,156-29.5% |
| Participant deferral / active EE | $3,120 | $8,286-62.3% | $7,956-60.8% | $6,407-51.3% |
| Admin fee / account holder | $6,794 | $11,312-39.9% | $11,381-40.3% | $12,270-44.6% |