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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 | $110,410+6.9% | $102,437+15.2% | $145,897-19.1% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.61% | 24.85%-15.2pp | 24.95%-15.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,118 | $4,217-49.8% | $3,871-45.3% | $4,663-54.6% |
| Participant deferral / active EE | $3,990 | $5,622-29.0% | $5,060-21.1% | $6,689-40.3% |
| Admin fee / account holder | $1,429 | $9,745-85.3% | $8,388-83.0% | $13,390-89.3% |