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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 | $103,993 | $100,970+3.0% | $96,576+7.7% | $137,256-24.2% |
| Participation rate | 88.9% | 82.6%+6.3pp | 81.4%+7.4pp | 80.0%+8.9pp |
| Annual return | 20.56% | 38.16%-17.6pp | 38.47%-17.9pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,993 | $3,809-21.4% | $3,553-15.8% | $4,156-28.0% |
| Participant deferral / active EE | $13,797 | $8,286+66.5% | $7,956+73.4% | $6,407+115.4% |
| Admin fee / account holder | $466 | $11,312-95.9% | $11,381-95.9% | $12,270-96.2% |