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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 | $114,442 | $107,809+6.2% | $97,032+17.9% | $155,188-26.3% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 19.77% | 38.06%-18.3pp | 35.38%-15.6pp | 148.84%-129.1pp |
| Employer contribution / active EE | $6,814 | $2,911+134.1% | $2,629+159.2% | $4,248+60.4% |
| Participant deferral / active EE | $13,977 | $5,129+172.5% | $4,672+199.2% | $6,531+114.0% |
| Admin fee / account holder | $719 | $10,717-93.3% | $9,418-92.4% | $14,480-95.0% |