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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 | $136,860-25.0% | $120,344-14.7% | $154,746-33.7% |
| Participation rate | 82.6% | 79.9%+2.7pp | 76.7%+5.9pp | 80.7%+1.9pp |
| Annual return | 12.54% | 21.38%-8.8pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $3,709 | $3,533+5.0% | $3,020+22.8% | $4,379-15.3% |
| Participant deferral / active EE | $3,725 | $5,793-35.7% | $5,135-27.5% | $6,730-44.7% |
| Admin fee / account holder | $2,827 | $15,393-81.6% | $12,742-77.8% | $14,365-80.3% |