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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 | $135,318 | $138,386-2.2% | $184,260-26.6% | $80,935+67.2% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.6pp | 67.7%+20.7pp |
| Annual return | 13.70% | 20.02%-6.3pp | 28.84%-15.1pp | 35.66%-22.0pp |
| Employer contribution / active EE | $3,182 | $4,851-34.4% | $6,427-50.5% | $2,757+15.4% |
| Participant deferral / active EE | $10,281 | $7,076+45.3% | $9,133+12.6% | $4,299+139.1% |
| Admin fee / account holder | $6,413 | $10,489-38.9% | $13,898-53.9% | $6,924-7.4% |