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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 | $111,483 | $149,679-25.5% | $117,039-4.7% | $147,586-24.5% |
| Participation rate | 85.7% | 83.5%+2.2pp | 77.2%+8.5pp | 82.8%+2.9pp |
| Annual return | 15.89% | 19.31%-3.4pp | 18.95%-3.1pp | 578.59%-562.7pp |
| Employer contribution / active EE | $1,383 | $4,937-72.0% | $3,785-63.5% | $4,876-71.6% |
| Participant deferral / active EE | $4,179 | $4,912-14.9% | $3,929+6.4% | $5,439-23.2% |
| Admin fee / account holder | $8,016 | $7,856+2.0% | $5,974+34.2% | $10,886-26.4% |