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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 | $118,044 | $110,337+7.0% | $102,383+15.3% | $145,877-19.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.61% | 24.83%-15.2pp | 24.94%-15.3pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,118 | $4,216-49.8% | $3,870-45.3% | $4,663-54.6% |
| Participant deferral / active EE | $3,990 | $5,621-29.0% | $5,060-21.1% | $6,691-40.4% |
| Admin fee / account holder | $1,429 | $9,750-85.3% | $8,391-83.0% | $13,402-89.3% |