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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 | $127,139 | $112,729+12.8% | $98,716+28.8% | $137,256-7.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 19.46% | 38.48%-19.0pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,826 | $2,725-33.0% | $2,279-19.8% | $4,156-56.1% |
| Participant deferral / active EE | $3,609 | $4,640-22.2% | $4,048-10.8% | $6,407-43.7% |
| Admin fee / account holder | $423 | $10,129-95.8% | $8,703-95.1% | $12,270-96.6% |