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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 | $139,424 | $106,749+30.6% | $145,433-4.1% | $82,448+69.1% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 22.22% | 27.59%-5.4pp | 66.58%-44.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,521 | $3,444+2.2% | $4,554-22.7% | $2,551+38.0% |
| Participant deferral / active EE | $7,202 | $6,519+10.5% | $7,897-8.8% | $4,139+74.0% |
| Admin fee / account holder | $6,617 | $8,390-21.1% | $13,129-49.6% | $7,234-8.5% |