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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 | $133,116 | $165,399-19.5% | $149,745-11.1% | $158,982-16.3% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 18.03% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,160 | $5,105-38.1% | $4,646-32.0% | $4,763-33.6% |
| Participant deferral / active EE | $7,047 | $7,183-1.9% | $6,843+3.0% | $5,983+17.8% |
| Admin fee / account holder | $9,455 | $10,811-12.5% | $9,312+1.5% | $11,252-16.0% |