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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 | $145,731 | $136,860+6.5% | $120,344+21.1% | $154,746-5.8% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.7%+14.2pp | 80.7%+10.2pp |
| Annual return | 9.39% | 21.38%-12.0pp | 20.30%-10.9pp | 172.34%-162.9pp |
| Employer contribution / active EE | $3,704 | $3,533+4.8% | $3,020+22.6% | $4,379-15.4% |
| Participant deferral / active EE | $6,620 | $5,793+14.3% | $5,135+28.9% | $6,730-1.6% |
| Admin fee / account holder | $880 | $15,393-94.3% | $12,742-93.1% | $14,365-93.9% |