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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 | $120,194 | $162,812-26.2% | $133,971-10.3% | $158,966-24.4% |
| Participation rate | 92.9% | 83.2%+9.6pp | 79.8%+13.0pp | 82.0%+10.9pp |
| Annual return | 21.10% | 41.94%-20.8pp | 45.09%-24.0pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,319 | $4,976-53.4% | $3,919-40.8% | $4,762-51.3% |
| Participant deferral / active EE | $5,715 | $5,910-3.3% | $5,047+13.2% | $5,983-4.5% |
| Admin fee / account holder | $465 | $11,741-96.0% | $8,929-94.8% | $11,250-95.9% |