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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 | $102,597 | $124,425-17.5% | $112,040-8.4% | $137,256-25.3% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 12.54% | 24.72%-12.2pp | 24.52%-12.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $3,709 | $3,411+8.7% | $2,954+25.6% | $4,156-10.8% |
| Participant deferral / active EE | $3,725 | $5,718-34.9% | $5,098-26.9% | $6,407-41.9% |
| Admin fee / account holder | $2,827 | $15,207-81.4% | $12,098-76.6% | $12,270-77.0% |