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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 | $143,969-3.9% | $199,883-30.8% | $82,637+67.4% |
| Participation rate | 88.0% | 84.1%+3.9pp | 86.8%+1.2pp | 68.1%+19.9pp |
| Annual return | 26.96% | 25.67%+1.3pp | 43.81%-16.9pp | 53.51%-26.5pp |
| Employer contribution / active EE | $2,671 | $4,632-42.3% | $6,261-57.3% | $2,552+4.6% |
| Participant deferral / active EE | $7,907 | $6,937+14.0% | $9,138-13.5% | $4,126+91.6% |
| Admin fee / account holder | $13,701 | $14,597-6.1% | $17,268-20.7% | $7,339+86.7% |