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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 | $114,739 | $114,119+0.5% | $107,187+7.0% | $138,895-17.4% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 79.9%+1.9pp |
| Annual return | 15.80% | 273.21%-257.4pp | 204.55%-188.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,087 | $4,059-23.9% | $3,782-18.4% | $4,194-26.4% |
| Participant deferral / active EE | $8,420 | $5,538+52.0% | $5,096+65.2% | $6,396+31.6% |
| Admin fee / account holder | $994 | $10,024-90.1% | $9,162-89.1% | $12,562-92.1% |