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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 | $121,034 | $111,814+8.2% | $103,378+17.1% | $145,978-17.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 10.97% | 24.80%-13.8pp | 24.91%-13.9pp | 550.52%-539.5pp |
| Employer contribution / active EE | $3,226 | $4,215-23.5% | $3,870-16.7% | $4,662-30.8% |
| Participant deferral / active EE | $5,699 | $5,618+1.4% | $5,058+12.7% | $6,690-14.8% |
| Admin fee / account holder | $12,899 | $9,764+32.1% | $8,401+53.5% | $13,400-3.7% |