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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 | $124,425-0.2% | $112,040+10.8% | $137,256-9.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 12.85% | 24.72%-11.9pp | 24.52%-11.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,479 | $3,411-27.3% | $2,954-16.1% | $4,156-40.4% |
| Participant deferral / active EE | $7,201 | $5,718+25.9% | $5,098+41.3% | $6,407+12.4% |
| Admin fee / account holder | $6,081 | $15,207-60.0% | $12,098-49.7% | $12,270-50.4% |