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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 | $128,668 | $136,860-6.0% | $120,344+6.9% | $154,746-16.9% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 9.16% | 21.38%-12.2pp | 20.30%-11.1pp | 172.34%-163.2pp |
| Employer contribution / active EE | $7,769 | $3,533+119.9% | $3,020+157.2% | $4,379+77.4% |
| Participant deferral / active EE | $2,486 | $5,793-57.1% | $5,135-51.6% | $6,730-63.1% |
| Admin fee / account holder | $36,521 | $15,393+137.3% | $12,742+186.6% | $14,365+154.2% |