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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 | $128,113 | $110,212+16.2% | $96,534+32.7% | $139,466-8.1% |
| Participation rate | 77.3% | 78.1%-0.8pp | 76.0%+1.3pp | 80.3%-3.1pp |
| Annual return | 17.93% | 26.42%-8.5pp | 25.88%-8.0pp | 373.66%-355.7pp |
| Employer contribution / active EE | $2,075 | $3,620-42.7% | $2,965-30.0% | $4,754-56.4% |
| Participant deferral / active EE | $5,394 | $5,547-2.8% | $4,851+11.2% | $6,712-19.6% |
| Admin fee / account holder | $5,045 | $11,599-56.5% | $8,253-38.9% | $11,409-55.8% |