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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 | $128,280 | $135,956-5.6% | $123,894+3.5% | $273,972-53.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 81.4%+5.3pp | 83.0%+3.7pp |
| Annual return | 13.76% | 56.63%-42.9pp | 47.52%-33.8pp | 41.46%-27.7pp |
| Employer contribution / active EE | $2,264 | $5,170-56.2% | $4,617-51.0% | $4,869-53.5% |
| Participant deferral / active EE | $5,837 | $6,343-8.0% | $5,984-2.5% | $5,287+10.4% |
| Admin fee / account holder | $1,463 | $9,817-85.1% | $8,357-82.5% | $10,133-85.6% |