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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 | $116,899 | $126,661-7.7% | $113,397+3.1% | $138,895-15.8% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.5%+11.7pp | 79.9%+8.3pp |
| Annual return | 14.62% | 25.05%-10.4pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $2,425 | $3,456-29.8% | $2,977-18.5% | $4,194-42.2% |
| Participant deferral / active EE | $9,409 | $5,693+65.3% | $5,076+85.4% | $6,396+47.1% |
| Admin fee / account holder | $25,065 | $14,549+72.3% | $11,957+109.6% | $12,562+99.5% |