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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 | $128,484 | $124,425+3.3% | $112,040+14.7% | $137,256-6.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.20% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,911 | $3,411-14.7% | $2,954-1.5% | $4,156-30.0% |
| Participant deferral / active EE | $5,391 | $5,718-5.7% | $5,098+5.8% | $6,407-15.9% |
| Admin fee / account holder | $5,566 | $15,207-63.4% | $12,098-54.0% | $12,270-54.6% |