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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 | $133,302 | $126,661+5.2% | $113,397+17.6% | $138,895-4.0% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 17.03% | 25.05%-8.0pp | 23.20%-6.2pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,589 | $3,456-25.1% | $2,977-13.0% | $4,194-38.3% |
| Participant deferral / active EE | $4,516 | $5,693-20.7% | $5,076-11.0% | $6,396-29.4% |
| Admin fee / account holder | $3,628 | $14,549-75.1% | $11,957-69.7% | $12,562-71.1% |