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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 | $120,286 | $92,219+30.4% | $76,767+56.7% | $135,380-11.1% |
| Participation rate | 79.2% | 79.8%-0.6pp | 77.0%+2.2pp | 82.6%-3.5pp |
| Annual return | 6.92% | 5.46%+1.5pp | 2.43%+4.5pp | 519.81%-512.9pp |
| Employer contribution / active EE | $991 | $3,216-69.2% | $2,485-60.1% | $4,779-79.3% |
| Participant deferral / active EE | $3,254 | $4,508-27.8% | $3,852-15.5% | $5,609-42.0% |
| Admin fee / account holder | $14,451 | $10,749+34.4% | $6,675+116.5% | $10,828+33.5% |