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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 | $113,764 | $86,298+31.8% | $111,308+2.2% | $85,847+32.5% |
| Participation rate | 76.6% | 73.3%+3.3pp | 77.3%-0.7pp | 69.3%+7.3pp |
| Annual return | 12.33% | 19.99%-7.7pp | 54.67%-42.3pp | 318.61%-306.3pp |
| Employer contribution / active EE | $868 | $2,044-57.5% | $2,732-68.2% | $2,565-66.1% |
| Participant deferral / active EE | $3,453 | $3,641-5.2% | $4,487-23.1% | $3,952-12.6% |
| Admin fee / account holder | $5,778 | $8,189-29.4% | $7,965-27.5% | $6,261-7.7% |