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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 | $115,056 | $110,337+4.3% | $102,383+12.4% | $145,877-21.1% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 11.90% | 24.83%-12.9pp | 24.94%-13.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $4,871 | $4,216+15.5% | $3,870+25.8% | $4,663+4.5% |
| Participant deferral / active EE | $9,529 | $5,621+69.5% | $5,060+88.3% | $6,691+42.4% |
| Admin fee / account holder | $4,869 | $9,750-50.1% | $8,391-42.0% | $13,402-63.7% |