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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 | $81,676 | $87,166-6.3% | $76,735+6.4% | $137,256-40.5% |
| Participation rate | 89.5% | 74.4%+15.1pp | 69.5%+20.0pp | 80.0%+9.5pp |
| Annual return | 17.36% | 26.50%-9.1pp | 29.77%-12.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,217 | $2,904+79.6% | $2,454+112.6% | $4,156+25.5% |
| Participant deferral / active EE | $4,162 | $4,726-11.9% | $4,088+1.8% | $6,407-35.0% |
| Admin fee / account holder | $4,708 | $8,403-44.0% | $7,189-34.5% | $12,270-61.6% |