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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 | $121,749 | $117,895+3.3% | $102,460+18.8% | $145,897-16.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.32% | 31.92%-16.6pp | 29.47%-14.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,513 | $3,619-2.9% | $3,025+16.1% | $4,663-24.6% |
| Participant deferral / active EE | $6,132 | $5,736+6.9% | $5,056+21.3% | $6,689-8.3% |
| Admin fee / account holder | $2,562 | $13,353-80.8% | $9,460-72.9% | $13,390-80.9% |