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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 | $108,967 | $132,634-17.8% | $115,768-5.9% | $137,256-20.6% |
| Participation rate | 85.0% | 77.9%+7.1pp | 74.4%+10.6pp | 80.0%+5.0pp |
| Annual return | 18.31% | 160.70%-142.4pp | 100.46%-82.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,883 | $3,360-14.2% | $2,940-1.9% | $4,156-30.6% |
| Participant deferral / active EE | $6,104 | $5,619+8.6% | $4,917+24.2% | $6,407-4.7% |
| Admin fee / account holder | $12,323 | $15,028-18.0% | $12,439-0.9% | $12,270+0.4% |