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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 | $111,749 | $112,729-0.9% | $98,716+13.2% | $137,256-18.6% |
| Participation rate | 89.5% | 74.2%+15.2pp | 69.3%+20.2pp | 80.0%+9.5pp |
| Annual return | 18.55% | 38.48%-19.9pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,729 | $4,640+1.9% | $4,048+16.8% | $6,407-26.2% |
| Admin fee / account holder | $2,002 | $10,129-80.2% | $8,703-77.0% | $12,270-83.7% |