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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 | $138,340 | $146,267-5.4% | $197,124-29.8% | $82,448+67.8% |
| Participation rate | 88.0% | 84.0%+4.0pp | 86.7%+1.3pp | 68.1%+19.9pp |
| Annual return | 26.96% | 29.61%-2.7pp | 44.34%-17.4pp | 41.64%-14.7pp |
| Employer contribution / active EE | $2,671 | $4,723-43.5% | $6,227-57.1% | $2,551+4.7% |
| Participant deferral / active EE | $7,907 | $7,035+12.4% | $9,135-13.4% | $4,139+91.0% |
| Admin fee / account holder | $13,701 | $14,422-5.0% | $16,298-15.9% | $7,234+89.4% |