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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 | $133,243 | $124,425+7.1% | $112,040+18.9% | $137,256-2.9% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.5%+16.4pp | 80.0%+12.9pp |
| Annual return | 17.16% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,920 | $3,411-14.4% | $2,954-1.2% | $4,156-29.8% |
| Participant deferral / active EE | $7,489 | $5,718+31.0% | $5,098+46.9% | $6,407+16.9% |
| Admin fee / account holder | $5,522 | $15,207-63.7% | $12,098-54.4% | $12,270-55.0% |