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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 | $204,001 | $124,425+64.0% | $112,040+82.1% | $137,256+48.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.34% | 24.72%-9.4pp | 24.52%-9.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,708 | $3,411-20.6% | $2,954-8.3% | $4,156-34.8% |
| Participant deferral / active EE | $5,843 | $5,718+2.2% | $5,098+14.6% | $6,407-8.8% |
| Admin fee / account holder | $7,630 | $15,207-49.8% | $12,098-36.9% | $12,270-37.8% |