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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 | $125,926 | $111,814+12.6% | $103,378+21.8% | $145,978-13.7% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 15.08% | 24.80%-9.7pp | 24.91%-9.8pp | 550.52%-535.4pp |
| Employer contribution / active EE | $3,694 | $4,215-12.4% | $3,870-4.6% | $4,662-20.8% |
| Participant deferral / active EE | $11,188 | $5,618+99.1% | $5,058+121.2% | $6,690+67.2% |
| Admin fee / account holder | $408 | $9,764-95.8% | $8,401-95.1% | $13,400-97.0% |