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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 | $121,675 | $117,829+3.3% | $102,423+18.8% | $145,877-16.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.19% | 31.83%-20.6pp | 29.42%-18.2pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,856 | $3,615-21.0% | $3,023-5.5% | $4,663-38.8% |
| Participant deferral / active EE | $3,528 | $5,732-38.4% | $5,054-30.2% | $6,691-47.3% |
| Admin fee / account holder | $1,485 | $13,335-88.9% | $9,455-84.3% | $13,402-88.9% |