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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 | $114,861 | $110,212+4.2% | $96,534+19.0% | $139,466-17.6% |
| Participation rate | 73.3% | 78.1%-4.8pp | 76.0%-2.6pp | 80.3%-7.0pp |
| Annual return | 13.13% | 26.42%-13.3pp | 25.88%-12.7pp | 373.66%-360.5pp |
| Employer contribution / active EE | $1,607 | $3,620-55.6% | $2,965-45.8% | $4,754-66.2% |
| Participant deferral / active EE | $1,937 | $5,547-65.1% | $4,851-60.1% | $6,712-71.1% |
| Admin fee / account holder | $1,766 | $11,599-84.8% | $8,253-78.6% | $11,409-84.5% |