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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 | $127,442 | $110,379+15.5% | $102,412+24.4% | $145,884-12.6% |
| Participation rate | 78.3% | 77.9%+0.3pp | 74.5%+3.8pp | 80.3%-2.0pp |
| Annual return | 12.41% | 24.84%-12.4pp | 24.94%-12.5pp | 551.85%-539.4pp |
| Employer contribution / active EE | $2,604 | $4,216-38.2% | $3,870-32.7% | $4,662-44.1% |
| Participant deferral / active EE | $5,475 | $5,622-2.6% | $5,060+8.2% | $6,690-18.2% |
| Admin fee / account holder | $11,207 | $9,745+15.0% | $8,388+33.6% | $13,392-16.3% |