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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 | $115,947 | $110,337+5.1% | $102,383+13.2% | $145,877-20.5% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.72% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $2,813 | $4,216-33.3% | $3,870-27.3% | $4,663-39.7% |
| Participant deferral / active EE | $17,840 | $5,621+217.4% | $5,060+252.6% | $6,691+166.6% |
| Admin fee / account holder | $1,312 | $9,750-86.5% | $8,391-84.4% | $13,402-90.2% |