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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 | $124,828 | $115,225+8.3% | $100,712+23.9% | $138,895-10.1% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.3%+5.7pp | 79.9%-4.9pp |
| Annual return | 15.24% | 40.35%-25.1pp | 33.27%-18.0pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,017 | $2,771-27.2% | $2,313-12.8% | $4,194-51.9% |
| Participant deferral / active EE | $5,408 | $4,699+15.1% | $4,085+32.4% | $6,396-15.4% |
| Admin fee / account holder | $2,541 | $10,844-76.6% | $9,256-72.6% | $12,562-79.8% |