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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 | $123,221 | $115,917+6.3% | $100,535+22.6% | $158,982-22.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 20.07% | 34.80%-14.7pp | 30.90%-10.8pp | 302.99%-282.9pp |
| Employer contribution / active EE | $2,579 | $4,105-37.2% | $3,419-24.6% | $4,763-45.8% |
| Participant deferral / active EE | $4,865 | $6,677-27.1% | $6,271-22.4% | $5,983-18.7% |
| Admin fee / account holder | $387 | $11,002-96.5% | $8,085-95.2% | $11,252-96.6% |