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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 | $106,392 | $110,379-3.6% | $102,412+3.9% | $145,884-27.1% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 15.35% | 24.84%-9.5pp | 24.94%-9.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $4,437 | $4,216+5.2% | $3,870+14.6% | $4,662-4.8% |
| Participant deferral / active EE | $11,651 | $5,622+107.2% | $5,060+130.2% | $6,690+74.2% |
| Admin fee / account holder | $730 | $9,745-92.5% | $8,388-91.3% | $13,392-94.6% |