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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 | $121,292 | $110,337+9.9% | $102,383+18.5% | $145,877-16.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 11.54% | 24.83%-13.3pp | 24.94%-13.4pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,715 | $4,216-11.9% | $3,870-4.0% | $4,663-20.3% |
| Participant deferral / active EE | $6,734 | $5,621+19.8% | $5,060+33.1% | $6,691+0.6% |
| Admin fee / account holder | $460 | $9,750-95.3% | $8,391-94.5% | $13,402-96.6% |