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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 | $121,728 | $102,609+18.6% | $98,090+24.1% | $138,895-12.4% |
| Participation rate | 93.3% | 82.8%+10.6pp | 81.5%+11.8pp | 79.9%+13.4pp |
| Annual return | 14.14% | 36.44%-22.3pp | 37.05%-22.9pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,675 | $3,867-5.0% | $3,606+1.9% | $4,194-12.4% |
| Participant deferral / active EE | $8,116 | $8,167-0.6% | $7,845+3.5% | $6,396+26.9% |
| Admin fee / account holder | $7,966 | $11,434-30.3% | $11,815-32.6% | $12,562-36.6% |