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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 | $133,682 | $110,379+21.1% | $102,412+30.5% | $145,884-8.4% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.4pp |
| Annual return | 12.92% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,894 | $4,216-31.4% | $3,870-25.2% | $4,662-37.9% |
| Participant deferral / active EE | $6,268 | $5,622+11.5% | $5,060+23.9% | $6,690-6.3% |
| Admin fee / account holder | $22,906 | $9,745+135.1% | $8,388+173.1% | $13,392+71.0% |