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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 | $111,814-4.8% | $103,374+2.9% | $145,959-27.1% |
| Participation rate | 86.7% | 77.9%+8.7pp | 74.5%+12.2pp | 80.3%+6.4pp |
| Annual return | 15.35% | 24.77%-9.4pp | 24.89%-9.5pp | 561.95%-546.6pp |
| Employer contribution / active EE | $4,437 | $4,214+5.3% | $3,869+14.7% | $4,661-4.8% |
| Participant deferral / active EE | $11,651 | $5,618+107.4% | $5,058+130.4% | $6,689+74.2% |
| Admin fee / account holder | $730 | $9,754-92.5% | $8,394-91.3% | $13,398-94.6% |