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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 | $134,172 | $106,749+25.7% | $145,433-7.7% | $82,448+62.7% |
| Participation rate | 92.6% | 75.6%+16.9pp | 82.1%+10.5pp | 68.1%+24.5pp |
| Annual return | 15.40% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,771 | $3,444-19.6% | $4,554-39.2% | $2,551+8.6% |
| Participant deferral / active EE | $8,011 | $6,519+22.9% | $7,897+1.4% | $4,139+93.5% |
| Admin fee / account holder | $10,922 | $8,390+30.2% | $13,129-16.8% | $7,234+51.0% |