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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 | $136,115 | $123,155+10.5% | $108,753+25.2% | $155,188-12.3% |
| Participation rate | 94.7% | 75.6%+19.1pp | 71.1%+23.7pp | 80.8%+13.9pp |
| Annual return | 10.65% | 44.73%-34.1pp | 37.47%-26.8pp | 148.84%-138.2pp |
| Employer contribution / active EE | $1,637 | $2,811-41.8% | $2,427-32.5% | $4,248-61.5% |
| Participant deferral / active EE | $5,449 | $4,623+17.9% | $4,115+32.4% | $6,531-16.6% |
| Admin fee / account holder | $17,798 | $12,126+46.8% | $10,320+72.5% | $14,480+22.9% |