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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 | $130,236 | $111,814+16.5% | $103,374+26.0% | $145,959-10.8% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 17.56% | 24.77%-7.2pp | 24.89%-7.3pp | 561.95%-544.4pp |
| Employer contribution / active EE | $3,599 | $4,214-14.6% | $3,869-7.0% | $4,661-22.8% |
| Participant deferral / active EE | $9,075 | $5,618+61.5% | $5,058+79.4% | $6,689+35.7% |
| Admin fee / account holder | $6,680 | $9,754-31.5% | $8,394-20.4% | $13,398-50.1% |