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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 | $131,805 | $97,289+35.5% | $92,805+42.0% | $155,188-15.1% |
| Participation rate | 83.3% | 84.2%-0.8pp | 83.5%-0.2pp | 80.8%+2.5pp |
| Annual return | 18.45% | 29.03%-10.6pp | 31.59%-13.1pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,901 | $3,632+7.4% | $3,424+13.9% | $4,248-8.2% |
| Participant deferral / active EE | $10,488 | $8,795+19.2% | $8,448+24.2% | $6,531+60.6% |
| Admin fee / account holder | $402 | $12,015-96.7% | $10,911-96.3% | $14,480-97.2% |