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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 | $108,619 | $124,351-12.7% | $109,188-0.5% | $167,553-35.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 14.99% | 26.04%-11.1pp | 25.76%-10.8pp | 478.89%-463.9pp |
| Employer contribution / active EE | $3,120 | $4,210-25.9% | $3,723-16.2% | $4,840-35.5% |
| Participant deferral / active EE | $8,308 | $5,257+58.0% | $4,654+78.5% | $6,343+31.0% |
| Admin fee / account holder | $815 | $7,975-89.8% | $6,755-87.9% | $12,316-93.4% |