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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 | $110,088 | $124,425-11.5% | $112,040-1.7% | $137,256-19.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 11.88% | 24.72%-12.8pp | 24.52%-12.6pp | 220.34%-208.5pp |
| Employer contribution / active EE | $1,460 | $3,411-57.2% | $2,954-50.6% | $4,156-64.9% |
| Participant deferral / active EE | $6,063 | $5,718+6.0% | $5,098+18.9% | $6,407-5.4% |
| Admin fee / account holder | $21,121 | $15,207+38.9% | $12,098+74.6% | $12,270+72.1% |