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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 | $137,150 | $126,661+8.3% | $113,397+20.9% | $138,895-1.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 11.64% | 25.05%-13.4pp | 23.20%-11.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,820 | $3,456-47.3% | $2,977-38.9% | $4,194-56.6% |
| Participant deferral / active EE | $5,853 | $5,693+2.8% | $5,076+15.3% | $6,396-8.5% |
| Admin fee / account holder | $18,317 | $14,549+25.9% | $11,957+53.2% | $12,562+45.8% |