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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 | $124,980+10.1% | $108,359+27.0% | $154,746-11.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 70.1%+14.5pp | 80.7%+3.9pp |
| Annual return | 17.07% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.3pp |
| Employer contribution / active EE | $1,230 | $2,851-56.9% | $2,399-48.7% | $4,379-71.9% |
| Participant deferral / active EE | $5,795 | $4,743+22.2% | $4,137+40.1% | $6,730-13.9% |
| Admin fee / account holder | $1,453 | $11,502-87.4% | $9,741-85.1% | $14,365-89.9% |