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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 | $122,476 | $117,895+3.9% | $102,460+19.5% | $145,897-16.1% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.37% | 31.92%-20.6pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,215 | $3,619-38.8% | $3,025-26.8% | $4,663-52.5% |
| Participant deferral / active EE | $4,997 | $5,736-12.9% | $5,056-1.2% | $6,689-25.3% |
| Admin fee / account holder | $8,911 | $13,353-33.3% | $9,460-5.8% | $13,390-33.5% |