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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 | $109,630 | $124,425-11.9% | $112,040-2.2% | $137,256-20.1% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 16.08% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,974 | $3,411+45.8% | $2,954+68.4% | $4,156+19.7% |
| Participant deferral / active EE | $11,419 | $5,718+99.7% | $5,098+124.0% | $6,407+78.2% |
| Admin fee / account holder | $7,428 | $15,207-51.2% | $12,098-38.6% | $12,270-39.5% |