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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 | $137,329 | $154,228-11.0% | $145,433-5.6% | $137,256+0.1% |
| Participation rate | 79.2% | 83.8%-4.6pp | 82.1%-3.0pp | 80.0%-0.8pp |
| Annual return | 15.67% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,455 | $4,804-28.1% | $4,554-24.1% | $4,156-16.9% |
| Participant deferral / active EE | $7,654 | $8,216-6.8% | $7,897-3.1% | $6,407+19.5% |
| Admin fee / account holder | $6,896 | $14,344-51.9% | $13,129-47.5% | $12,270-43.8% |