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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 | $115,225+18.9% | $100,712+36.0% | $138,895-1.4% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 10.79% | 40.35%-29.6pp | 33.27%-22.5pp | 145.39%-134.6pp |
| Employer contribution / active EE | $2,570 | $2,771-7.3% | $2,313+11.1% | $4,194-38.7% |
| Participant deferral / active EE | $6,472 | $4,699+37.7% | $4,085+58.4% | $6,396+1.2% |
| Admin fee / account holder | $4,830 | $10,844-55.5% | $9,256-47.8% | $12,562-61.6% |