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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 | $111,639 | $123,155-9.4% | $108,753+2.7% | $155,188-28.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 13.39% | 44.73%-31.3pp | 37.47%-24.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $3,051 | $2,811+8.5% | $2,427+25.7% | $4,248-28.2% |
| Participant deferral / active EE | $5,694 | $4,623+23.2% | $4,115+38.4% | $6,531-12.8% |
| Admin fee / account holder | $1,632 | $12,126-86.5% | $10,320-84.2% | $14,480-88.7% |