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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 | $115,225 | $107,666+7.0% | $102,184+12.8% | $154,746-25.5% |
| Participation rate | 94.7% | 83.7%+11.0pp | 82.6%+12.1pp | 80.7%+14.0pp |
| Annual return | 16.96% | 29.33%-12.4pp | 31.58%-14.6pp | 172.34%-155.4pp |
| Employer contribution / active EE | $5,955 | $3,846+54.8% | $3,594+65.7% | $4,379+36.0% |
| Participant deferral / active EE | $13,192 | $8,719+51.3% | $8,309+58.8% | $6,730+96.0% |
| Admin fee / account holder | $2,370 | $12,943-81.7% | $11,609-79.6% | $14,365-83.5% |