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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 | $155,700 | $124,980+24.6% | $108,359+43.7% | $154,746+0.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 14.12% | 45.00%-30.9pp | 36.89%-22.8pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,743 | $2,851-38.9% | $2,399-27.4% | $4,379-60.2% |
| Participant deferral / active EE | $6,232 | $4,743+31.4% | $4,137+50.6% | $6,730-7.4% |
| Admin fee / account holder | $11,134 | $11,502-3.2% | $9,741+14.3% | $14,365-22.5% |