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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 | $122,949 | $110,240+11.5% | $96,544+27.4% | $139,487-11.9% |
| Participation rate | 78.6% | 78.1%+0.4pp | 76.0%+2.6pp | 80.3%-1.8pp |
| Annual return | 12.85% | 26.41%-13.6pp | 25.88%-13.0pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,937 | $3,622-46.5% | $2,966-34.7% | $4,755-59.3% |
| Participant deferral / active EE | $6,466 | $5,549+16.5% | $4,851+33.3% | $6,713-3.7% |
| Admin fee / account holder | $889 | $11,602-92.3% | $8,254-89.2% | $11,407-92.2% |