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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 | $127,498 | $110,240+15.7% | $96,544+32.1% | $139,487-8.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 17.77% | 26.41%-8.6pp | 25.88%-8.1pp | 373.84%-356.1pp |
| Employer contribution / active EE | $5,033 | $3,622+38.9% | $2,966+69.7% | $4,755+5.8% |
| Participant deferral / active EE | $6,756 | $5,549+21.8% | $4,851+39.3% | $6,713+0.6% |
| Admin fee / account holder | $11,547 | $11,602-0.5% | $8,254+39.9% | $11,407+1.2% |