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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 | $138,183 | $127,387+8.5% | $115,038+20.1% | $125,389+10.2% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 2.13% | 31.28%-29.2pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $1,655 | $5,166-68.0% | $4,608-64.1% | $4,866-66.0% |
| Participant deferral / active EE | $8,240 | $6,423+28.3% | $6,026+36.7% | $5,352+54.0% |
| Admin fee / account holder | $897 | $9,516-90.6% | $8,175-89.0% | $9,541-90.6% |