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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 | $80,876 | $86,298-6.3% | $111,308-27.3% | $85,847-5.8% |
| Participation rate | 79.6% | 73.3%+6.3pp | 77.3%+2.3pp | 69.3%+10.3pp |
| Annual return | 12.00% | 19.99%-8.0pp | 54.67%-42.7pp | 318.61%-306.6pp |
| Employer contribution / active EE | $1,958 | $2,044-4.2% | $2,732-28.3% | $2,565-23.7% |
| Participant deferral / active EE | $3,772 | $3,641+3.6% | $4,487-15.9% | $3,952-4.6% |
| Admin fee / account holder | $7,577 | $8,189-7.5% | $7,965-4.9% | $6,261+21.0% |