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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 | $137,373 | $136,860+0.4% | $120,344+14.2% | $154,746-11.2% |
| Participation rate | 84.2% | 79.9%+4.3pp | 76.7%+7.5pp | 80.7%+3.5pp |
| Annual return | 14.52% | 21.38%-6.9pp | 20.30%-5.8pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,246 | $3,533-36.4% | $3,020-25.6% | $4,379-48.7% |
| Participant deferral / active EE | $6,266 | $5,793+8.2% | $5,135+22.0% | $6,730-6.9% |
| Admin fee / account holder | $5,290 | $15,393-65.6% | $12,742-58.5% | $14,365-63.2% |