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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 | $94,689 | $110,379-14.2% | $102,412-7.5% | $145,884-35.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.58% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $4,244 | $4,216+0.7% | $3,870+9.7% | $4,662-9.0% |
| Participant deferral / active EE | $8,680 | $5,622+54.4% | $5,060+71.5% | $6,690+29.8% |
| Admin fee / account holder | $1,118 | $9,745-88.5% | $8,388-86.7% | $13,392-91.7% |