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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 | $126,857 | $117,859+7.6% | $102,438+23.8% | $145,959-13.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 20.99% | 31.72%-10.7pp | 29.37%-8.4pp | 561.95%-541.0pp |
| Employer contribution / active EE | $2,015 | $3,615-44.3% | $3,024-33.4% | $4,661-56.8% |
| Participant deferral / active EE | $4,042 | $5,732-29.5% | $5,054-20.0% | $6,689-39.6% |
| Admin fee / account holder | $10,533 | $13,318-20.9% | $9,448+11.5% | $13,398-21.4% |