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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 | $134,042 | $100,970+32.8% | $96,576+38.8% | $137,256-2.3% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 18.84% | 38.16%-19.3pp | 38.47%-19.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $5,694 | $3,809+49.5% | $3,553+60.2% | $4,156+37.0% |
| Participant deferral / active EE | $6,687 | $8,286-19.3% | $7,956-16.0% | $6,407+4.4% |
| Admin fee / account holder | $5,424 | $11,312-52.1% | $11,381-52.3% | $12,270-55.8% |