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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 | $117,694 | $111,814+5.3% | $103,374+13.9% | $145,959-19.4% |
| Participation rate | 70.8% | 77.9%-7.1pp | 74.5%-3.7pp | 80.3%-9.5pp |
| Annual return | 16.59% | 24.77%-8.2pp | 24.89%-8.3pp | 561.95%-545.4pp |
| Employer contribution / active EE | $1,184 | $4,214-71.9% | $3,869-69.4% | $4,661-74.6% |
| Participant deferral / active EE | $5,693 | $5,618+1.3% | $5,058+12.6% | $6,689-14.9% |
| Admin fee / account holder | $15,849 | $9,754+62.5% | $8,394+88.8% | $13,398+18.3% |