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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 | $143,443 | $124,425+15.3% | $112,040+28.0% | $137,256+4.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 14.56% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,142 | $3,411-7.9% | $2,954+6.4% | $4,156-24.4% |
| Participant deferral / active EE | $6,082 | $5,718+6.4% | $5,098+19.3% | $6,407-5.1% |
| Admin fee / account holder | $8,006 | $15,207-47.4% | $12,098-33.8% | $12,270-34.8% |