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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 | $124,179 | $136,860-9.3% | $120,344+3.2% | $154,746-19.8% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 12.85% | 21.38%-8.5pp | 20.30%-7.5pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,479 | $3,533-29.8% | $3,020-17.9% | $4,379-43.4% |
| Participant deferral / active EE | $7,201 | $5,793+24.3% | $5,135+40.2% | $6,730+7.0% |
| Admin fee / account holder | $6,081 | $15,393-60.5% | $12,742-52.3% | $14,365-57.7% |