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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 | $140,879 | $251,004-43.9% | $191,597-26.5% | $138,895+1.4% |
| Participation rate | 86.4% | 82.4%+4.0pp | 76.9%+9.4pp | 79.9%+6.4pp |
| Annual return | 17.72% | 31.05%-13.3pp | 27.07%-9.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,016 | $6,226-3.4% | $5,025+19.7% | $4,194+43.4% |
| Participant deferral / active EE | $6,485 | $8,154-20.5% | $6,850-5.3% | $6,396+1.4% |
| Admin fee / account holder | $8,495 | $31,471-73.0% | $22,799-62.7% | $12,562-32.4% |