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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 | $123,145 | $116,190+6.0% | $93,614+31.5% | $152,885-19.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.5%+3.3pp |
| Annual return | 22.64% | 35.96%-13.3pp | 32.76%-10.1pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,166 | $3,219-32.7% | $2,718-20.3% | $4,763-54.5% |
| Participant deferral / active EE | $6,753 | $4,604+46.7% | $4,069+66.0% | $5,851+15.4% |
| Admin fee / account holder | $1,684 | $10,749-84.3% | $7,889-78.7% | $11,598-85.5% |