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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 | $121,018 | $110,379+9.6% | $102,412+18.2% | $145,884-17.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 19.30% | 24.84%-5.5pp | 24.94%-5.6pp | 551.85%-532.5pp |
| Employer contribution / active EE | $2,488 | $4,216-41.0% | $3,870-35.7% | $4,662-46.6% |
| Participant deferral / active EE | $5,212 | $5,622-7.3% | $5,060+3.0% | $6,690-22.1% |
| Admin fee / account holder | $5,201 | $9,745-46.6% | $8,388-38.0% | $13,392-61.2% |