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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 | $138,430 | $118,488+16.8% | $98,462+40.6% | $139,487-0.8% |
| Participation rate | 76.5% | 77.5%-1.0pp | 75.2%+1.3pp | 80.3%-3.9pp |
| Annual return | 13.72% | 18.96%-5.2pp | 21.17%-7.5pp | 373.84%-360.1pp |
| Employer contribution / active EE | $2,861 | $3,611-20.8% | $3,049-6.2% | $4,755-39.8% |
| Participant deferral / active EE | $7,615 | $5,393+41.2% | $4,738+60.7% | $6,713+13.4% |
| Admin fee / account holder | $2,961 | $13,868-78.7% | $8,875-66.6% | $11,407-74.0% |