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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 | $137,010 | $124,980+9.6% | $108,359+26.4% | $154,746-11.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 10.79% | 45.00%-34.2pp | 36.89%-26.1pp | 172.34%-161.6pp |
| Employer contribution / active EE | $2,570 | $2,851-9.9% | $2,399+7.1% | $4,379-41.3% |
| Participant deferral / active EE | $6,472 | $4,743+36.5% | $4,137+56.4% | $6,730-3.8% |
| Admin fee / account holder | $4,830 | $11,502-58.0% | $9,741-50.4% | $14,365-66.4% |