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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 | $118,072 | $115,225+2.5% | $100,712+17.2% | $138,895-15.0% |
| Participation rate | 94.1% | 74.3%+19.8pp | 69.3%+24.8pp | 79.9%+14.2pp |
| Annual return | 13.23% | 40.35%-27.1pp | 33.27%-20.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,791 | $2,771+0.7% | $2,313+20.7% | $4,194-33.5% |
| Participant deferral / active EE | $6,192 | $4,699+31.8% | $4,085+51.6% | $6,396-3.2% |
| Admin fee / account holder | $1,362 | $10,844-87.4% | $9,256-85.3% | $12,562-89.2% |