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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 | $194,995 | $182,442+6.9% | $163,379+19.4% | $138,895+40.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.8%+8.9pp | 79.9%+5.8pp |
| Annual return | 35.11% | 72.74%-37.6pp | 63.41%-28.3pp | 145.39%-110.3pp |
| Employer contribution / active EE | $1,677 | $4,159-59.7% | $3,752-55.3% | $4,194-60.0% |
| Participant deferral / active EE | $11,211 | $6,817+64.5% | $6,282+78.5% | $6,396+75.3% |
| Admin fee / account holder | $4,990 | $10,396-52.0% | $9,818-49.2% | $12,562-60.3% |