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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 | $135,905+0.8% | $126,068+8.7% | $198,609-31.0% |
| Participation rate | 80.0% | 85.6%-5.6pp | 84.7%-4.7pp | 82.4%-2.4pp |
| Annual return | 17.21% | 14.07%+3.1pp | 15.01%+2.2pp | 202.70%-185.5pp |
| Employer contribution / active EE | $2,764 | $4,245-34.9% | $3,968-30.3% | $5,055-45.3% |
| Participant deferral / active EE | $5,014 | $8,523-41.2% | $8,214-39.0% | $6,977-28.1% |
| Admin fee / account holder | $1,650 | $21,036-92.2% | $18,264-91.0% | $19,030-91.3% |