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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 | $107,666-3.4% | $102,184+1.8% | $154,746-32.8% |
| Participation rate | 88.9% | 83.7%+5.2pp | 82.6%+6.3pp | 80.7%+8.2pp |
| Annual return | 20.56% | 29.33%-8.8pp | 31.58%-11.0pp | 172.34%-151.8pp |
| Employer contribution / active EE | $2,993 | $3,846-22.2% | $3,594-16.7% | $4,379-31.6% |
| Participant deferral / active EE | $13,797 | $8,719+58.2% | $8,309+66.1% | $6,730+105.0% |
| Admin fee / account holder | $466 | $12,943-96.4% | $11,609-96.0% | $14,365-96.8% |