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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 | $138,312-3.7% | $122,979+8.3% | $155,188-14.1% |
| Participation rate | 92.9% | 80.2%+12.7pp | 77.2%+15.7pp | 80.8%+12.1pp |
| Annual return | 17.16% | 22.06%-4.9pp | 20.12%-3.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $2,920 | $3,530-17.3% | $3,062-4.7% | $4,248-31.3% |
| Participant deferral / active EE | $7,489 | $5,592+33.9% | $5,003+49.7% | $6,531+14.7% |
| Admin fee / account holder | $5,522 | $15,089-63.4% | $12,864-57.1% | $14,480-61.9% |