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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 | $123,784 | $136,860-9.6% | $120,344+2.9% | $154,746-20.0% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 15.26% | 21.38%-6.1pp | 20.30%-5.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $7,000 | $3,533+98.1% | $3,020+131.8% | $4,379+59.9% |
| Participant deferral / active EE | $12,340 | $5,793+113.0% | $5,135+140.3% | $6,730+83.3% |
| Admin fee / account holder | $3,940 | $15,393-74.4% | $12,742-69.1% | $14,365-72.6% |