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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 | $115,225-3.1% | $100,712+10.8% | $138,895-19.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 13.39% | 40.35%-27.0pp | 33.27%-19.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,051 | $2,771+10.1% | $2,313+31.9% | $4,194-27.3% |
| Participant deferral / active EE | $5,694 | $4,699+21.2% | $4,085+39.4% | $6,396-11.0% |
| Admin fee / account holder | $1,632 | $10,844-84.9% | $9,256-82.4% | $12,562-87.0% |