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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 | $117,112 | $106,280+10.2% | $96,538+21.3% | $139,487-16.0% |
| Participation rate | 76.5% | 77.8%-1.4pp | 74.3%+2.1pp | 80.3%-3.9pp |
| Annual return | 20.81% | 38.48%-17.7pp | 35.74%-14.9pp | 373.84%-353.0pp |
| Employer contribution / active EE | $2,584 | $4,107-37.1% | $3,740-30.9% | $4,755-45.7% |
| Participant deferral / active EE | $5,557 | $5,457+1.8% | $4,880+13.9% | $6,713-17.2% |
| Admin fee / account holder | $1,450 | $7,888-81.6% | $6,737-78.5% | $11,407-87.3% |