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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 | $138,312-16.3% | $122,979-5.8% | $155,188-25.4% |
| Participation rate | 85.0% | 80.2%+4.8pp | 77.2%+7.8pp | 80.8%+4.2pp |
| Annual return | 17.40% | 22.06%-4.7pp | 20.12%-2.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,698 | $3,530+4.7% | $3,062+20.7% | $4,248-13.0% |
| Participant deferral / active EE | $5,786 | $5,592+3.5% | $5,003+15.7% | $6,531-11.4% |
| Admin fee / account holder | $5,574 | $15,089-63.1% | $12,864-56.7% | $14,480-61.5% |