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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 | $117,904+7.6% | $102,457+23.8% | $145,978-13.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 20.99% | 31.80%-10.8pp | 29.41%-8.4pp | 550.52%-529.5pp |
| Employer contribution / active EE | $2,015 | $3,613-44.2% | $3,022-33.3% | $4,662-56.8% |
| Participant deferral / active EE | $4,042 | $5,733-29.5% | $5,054-20.0% | $6,690-39.6% |
| Admin fee / account holder | $10,533 | $13,329-21.0% | $9,451+11.4% | $13,400-21.4% |