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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 | $138,389 | $124,425+11.2% | $112,040+23.5% | $137,256+0.8% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.5%+8.1pp | 80.0%+4.7pp |
| Annual return | 17.48% | 24.72%-7.2pp | 24.52%-7.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,376 | $3,411-1.0% | $2,954+14.3% | $4,156-18.8% |
| Participant deferral / active EE | $4,521 | $5,718-20.9% | $5,098-11.3% | $6,407-29.4% |
| Admin fee / account holder | $20,899 | $15,207+37.4% | $12,098+72.7% | $12,270+70.3% |