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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 | $134,997 | $171,272-21.2% | $127,803+5.6% | $152,870-11.7% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.0%-5.3pp | 82.4%-8.8pp |
| Annual return | 21.72% | 23.54%-1.8pp | 26.14%-4.4pp | 345.34%-323.6pp |
| Employer contribution / active EE | $7,140 | $5,451+31.0% | $4,576+56.0% | $4,763+49.9% |
| Participant deferral / active EE | $9,474 | $7,043+34.5% | $6,023+57.3% | $5,850+61.9% |
| Admin fee / account holder | $11,090 | $14,540-23.7% | $9,399+18.0% | $11,597-4.4% |