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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 | $118,350 | $124,314-4.8% | $109,163+8.4% | $167,518-29.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 11.37% | 26.04%-14.7pp | 25.75%-14.4pp | 478.71%-467.3pp |
| Employer contribution / active EE | $1,288 | $4,209-69.4% | $3,723-65.4% | $4,838-73.4% |
| Participant deferral / active EE | $2,675 | $5,256-49.1% | $4,654-42.5% | $6,342-57.8% |
| Admin fee / account holder | $2,253 | $7,973-71.7% | $6,754-66.6% | $12,312-81.7% |