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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 | $131,215 | $112,729+16.4% | $98,716+32.9% | $137,256-4.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 18.44% | 38.48%-20.0pp | 31.81%-13.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,018 | $2,725-26.0% | $2,279-11.4% | $4,156-51.5% |
| Participant deferral / active EE | $10,373 | $4,640+123.6% | $4,048+156.3% | $6,407+61.9% |
| Admin fee / account holder | $575 | $10,129-94.3% | $8,703-93.4% | $12,270-95.3% |