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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 | $136,736 | $111,814+22.3% | $103,378+32.3% | $145,978-6.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 9.73% | 24.80%-15.1pp | 24.91%-15.2pp | 550.52%-540.8pp |
| Employer contribution / active EE | $3,518 | $4,215-16.5% | $3,870-9.1% | $4,662-24.5% |
| Participant deferral / active EE | $6,256 | $5,618+11.4% | $5,058+23.7% | $6,690-6.5% |
| Admin fee / account holder | $13,763 | $9,764+41.0% | $8,401+63.8% | $13,400+2.7% |