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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 | $120,801 | $113,941+6.0% | $94,228+28.2% | $125,388-3.7% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 1.03% | 5.29%-4.3pp | 10.68%-9.7pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,571 | $4,727-24.4% | $3,587-0.4% | $4,866-26.6% |
| Participant deferral / active EE | $6,022 | $5,179+16.3% | $4,320+39.4% | $5,352+12.5% |
| Admin fee / account holder | $16,532 | $8,392+97.0% | $6,269+163.7% | $9,541+73.3% |