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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 | $145,314 | $115,903+25.4% | $100,528+44.6% | $158,966-8.6% |
| Participation rate | 81.0% | 81.6%-0.6pp | 79.4%+1.5pp | 82.0%-1.0pp |
| Annual return | 11.71% | 34.80%-23.1pp | 30.90%-19.2pp | 302.95%-291.2pp |
| Employer contribution / active EE | $1,270 | $4,105-69.1% | $3,419-62.8% | $4,762-73.3% |
| Participant deferral / active EE | $7,437 | $6,677+11.4% | $6,271+18.6% | $5,983+24.3% |
| Admin fee / account holder | $13,703 | $11,000+24.6% | $8,084+69.5% | $11,250+21.8% |