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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 | $136,700 | $112,729+21.3% | $98,716+38.5% | $137,256-0.4% |
| Participation rate | 95.0% | 74.2%+20.8pp | 69.3%+25.7pp | 80.0%+15.0pp |
| Annual return | 17.17% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,863 | $2,725+5.1% | $2,279+25.6% | $4,156-31.1% |
| Participant deferral / active EE | $6,810 | $4,640+46.8% | $4,048+68.2% | $6,407+6.3% |
| Admin fee / account holder | $7,466 | $10,129-26.3% | $8,703-14.2% | $12,270-39.2% |