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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 | $114,348 | $115,917-1.4% | $100,535+13.7% | $158,982-28.1% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 24.26% | 34.80%-10.5pp | 30.90%-6.6pp | 302.99%-278.7pp |
| Employer contribution / active EE | $2,908 | $4,105-29.2% | $3,419-14.9% | $4,763-38.9% |
| Participant deferral / active EE | $12,168 | $6,677+82.3% | $6,271+94.0% | $5,983+103.4% |
| Admin fee / account holder | $4,258 | $11,002-61.3% | $8,085-47.3% | $11,252-62.2% |