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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 | $143,242 | $138,312+3.6% | $122,979+16.5% | $155,188-7.7% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 80.8%+9.2pp |
| Annual return | 12.34% | 22.06%-9.7pp | 20.12%-7.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $2,544 | $3,530-28.0% | $3,062-16.9% | $4,248-40.1% |
| Participant deferral / active EE | $3,943 | $5,592-29.5% | $5,003-21.2% | $6,531-39.6% |
| Admin fee / account holder | $1,441 | $15,089-90.5% | $12,864-88.8% | $14,480-90.1% |