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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 | $131,574 | $110,240+19.4% | $96,544+36.3% | $139,487-5.7% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 13.51% | 26.41%-12.9pp | 25.88%-12.4pp | 373.84%-360.3pp |
| Employer contribution / active EE | $2,411 | $3,622-33.4% | $2,966-18.7% | $4,755-49.3% |
| Participant deferral / active EE | $8,701 | $5,549+56.8% | $4,851+79.3% | $6,713+29.6% |
| Admin fee / account holder | $10,651 | $11,602-8.2% | $8,254+29.0% | $11,407-6.6% |