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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 | $127,325 | $211,224-39.7% | $178,505-28.7% | $145,897-12.7% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 16.72% | 30.28%-13.6pp | 27.16%-10.4pp | 552.29%-535.6pp |
| Employer contribution / active EE | $4,590 | $4,577+0.3% | $3,955+16.0% | $4,663-1.6% |
| Participant deferral / active EE | $11,409 | $6,966+63.8% | $6,280+81.7% | $6,689+70.6% |
| Admin fee / account holder | $2,325 | $12,109-80.8% | $10,428-77.7% | $13,390-82.6% |