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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 | $114,229 | $114,013+0.2% | $103,693+10.2% | $155,188-26.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 14.28% | 49.31%-35.0pp | 47.61%-33.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $3,971 | $3,131+26.8% | $2,920+36.0% | $4,248-6.5% |
| Participant deferral / active EE | $10,012 | $4,970+101.4% | $4,579+118.6% | $6,531+53.3% |
| Admin fee / account holder | $463 | $8,407-94.5% | $7,858-94.1% | $14,480-96.8% |