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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 | $129,004 | $124,425+3.7% | $112,040+15.1% | $137,256-6.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.29% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,118 | $3,411-37.9% | $2,954-28.3% | $4,156-49.0% |
| Participant deferral / active EE | $5,340 | $5,718-6.6% | $5,098+4.8% | $6,407-16.6% |
| Admin fee / account holder | $10,297 | $15,207-32.3% | $12,098-14.9% | $12,270-16.1% |