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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 | $137,052 | $107,666+27.3% | $102,184+34.1% | $154,746-11.4% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 17.21% | 29.33%-12.1pp | 31.58%-14.4pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,764 | $3,846-28.1% | $3,594-23.1% | $4,379-36.9% |
| Participant deferral / active EE | $5,014 | $8,719-42.5% | $8,309-39.7% | $6,730-25.5% |
| Admin fee / account holder | $1,650 | $12,943-87.3% | $11,609-85.8% | $14,365-88.5% |