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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 | $115,911+6.3% | $100,530+22.6% | $158,950-22.5% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 20.07% | 34.80%-14.7pp | 30.89%-10.8pp | 302.91%-282.8pp |
| Employer contribution / active EE | $2,579 | $4,104-37.2% | $3,418-24.5% | $4,762-45.8% |
| Participant deferral / active EE | $4,865 | $6,676-27.1% | $6,271-22.4% | $5,983-18.7% |
| Admin fee / account holder | $387 | $10,999-96.5% | $8,083-95.2% | $11,248-96.6% |