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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 | $138,996 | $136,860+1.6% | $120,344+15.5% | $154,746-10.2% |
| Participation rate | 95.7% | 79.9%+15.8pp | 76.7%+18.9pp | 80.7%+15.0pp |
| Annual return | 13.56% | 21.38%-7.8pp | 20.30%-6.7pp | 172.34%-158.8pp |
| Employer contribution / active EE | $2,650 | $3,533-25.0% | $3,020-12.2% | $4,379-39.5% |
| Participant deferral / active EE | $4,728 | $5,793-18.4% | $5,135-7.9% | $6,730-29.8% |
| Admin fee / account holder | $12,496 | $15,393-18.8% | $12,742-1.9% | $14,365-13.0% |