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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 | $138,312-0.7% | $122,979+11.7% | $155,188-11.5% |
| Participation rate | 84.2% | 80.2%+4.0pp | 77.2%+7.0pp | 80.8%+3.4pp |
| Annual return | 14.52% | 22.06%-7.5pp | 20.12%-5.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,246 | $3,530-36.4% | $3,062-26.7% | $4,248-47.1% |
| Participant deferral / active EE | $6,266 | $5,592+12.0% | $5,003+25.2% | $6,531-4.1% |
| Admin fee / account holder | $5,290 | $15,089-64.9% | $12,864-58.9% | $14,480-63.5% |