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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 | $115,826 | $126,661-8.6% | $113,397+2.1% | $138,895-16.6% |
| Participation rate | 85.0% | 79.4%+5.6pp | 76.5%+8.5pp | 79.9%+5.1pp |
| Annual return | 17.40% | 25.05%-7.6pp | 23.20%-5.8pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,698 | $3,456+7.0% | $2,977+24.2% | $4,194-11.8% |
| Participant deferral / active EE | $5,786 | $5,693+1.6% | $5,076+14.0% | $6,396-9.5% |
| Admin fee / account holder | $5,574 | $14,549-61.7% | $11,957-53.4% | $12,562-55.6% |