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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 | $137,588 | $112,729+22.1% | $98,716+39.4% | $137,256+0.2% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 17.07% | 38.48%-21.4pp | 31.81%-14.7pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,230 | $2,725-54.9% | $2,279-46.0% | $4,156-70.4% |
| Participant deferral / active EE | $5,795 | $4,640+24.9% | $4,048+43.2% | $6,407-9.6% |
| Admin fee / account holder | $1,453 | $10,129-85.7% | $8,703-83.3% | $12,270-88.2% |