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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 | $100,873 | $97,027+4.0% | $83,323+21.1% | $135,382-25.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | 2.52% | 12.31%-9.8pp | 10.63%-8.1pp | 519.77%-517.2pp |
| Employer contribution / active EE | $5,613 | $4,143+35.5% | $3,379+66.1% | $4,779+17.5% |
| Participant deferral / active EE | $7,548 | $5,964+26.5% | $5,565+35.6% | $5,609+34.6% |
| Admin fee / account holder | $27,256 | $8,427+223.5% | $7,539+261.5% | $10,829+151.7% |