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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 | $123,155+11.2% | $108,753+26.0% | $155,188-11.7% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 10.79% | 44.73%-33.9pp | 37.47%-26.7pp | 148.84%-138.1pp |
| Employer contribution / active EE | $2,570 | $2,811-8.6% | $2,427+5.9% | $4,248-39.5% |
| Participant deferral / active EE | $6,472 | $4,623+40.0% | $4,115+57.3% | $6,531-0.9% |
| Admin fee / account holder | $4,830 | $12,126-60.2% | $10,320-53.2% | $14,480-66.6% |