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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 | $124,425+11.7% | $112,040+24.1% | $137,256+1.3% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.5%+19.2pp | 80.0%+15.7pp |
| Annual return | 13.56% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,650 | $3,411-22.3% | $2,954-10.3% | $4,156-36.2% |
| Participant deferral / active EE | $4,728 | $5,718-17.3% | $5,098-7.3% | $6,407-26.2% |
| Admin fee / account holder | $12,496 | $15,207-17.8% | $12,098+3.3% | $12,270+1.8% |