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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 | $129,879 | $124,425+4.4% | $112,040+15.9% | $137,256-5.4% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 19.02% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,345 | $3,411-60.6% | $2,954-54.5% | $4,156-67.6% |
| Participant deferral / active EE | $5,245 | $5,718-8.3% | $5,098+2.9% | $6,407-18.1% |
| Admin fee / account holder | $4,005 | $15,207-73.7% | $12,098-66.9% | $12,270-67.4% |