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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 | $111,584 | $110,379+1.1% | $102,412+9.0% | $145,884-23.5% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+21.0pp | 80.3%+15.2pp |
| Annual return | 14.61% | 24.84%-10.2pp | 24.94%-10.3pp | 551.85%-537.2pp |
| Employer contribution / active EE | $2,123 | $4,216-49.6% | $3,870-45.1% | $4,662-54.5% |
| Participant deferral / active EE | $4,636 | $5,622-17.5% | $5,060-8.4% | $6,690-30.7% |
| Admin fee / account holder | $2,647 | $9,745-72.8% | $8,388-68.4% | $13,392-80.2% |