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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 | $115,723 | $117,426-1.5% | $99,470+16.3% | $152,885-24.3% |
| Participation rate | 94.4% | 77.5%+16.9pp | 73.8%+20.6pp | 82.5%+12.0pp |
| Annual return | 15.75% | 31.87%-16.1pp | 30.72%-15.0pp | 345.39%-329.6pp |
| Employer contribution / active EE | $2,454 | $3,014-18.6% | $2,540-3.4% | $4,763-48.5% |
| Participant deferral / active EE | $4,756 | $4,086+16.4% | $3,619+31.4% | $5,851-18.7% |
| Admin fee / account holder | $1,429 | $7,634-81.3% | $6,252-77.1% | $11,598-87.7% |