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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 | $124,980+5.0% | $108,359+21.1% | $154,746-15.2% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 18.44% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,018 | $2,851-29.2% | $2,399-15.9% | $4,379-53.9% |
| Participant deferral / active EE | $10,373 | $4,743+118.7% | $4,137+150.7% | $6,730+54.1% |
| Admin fee / account holder | $575 | $11,502-95.0% | $9,741-94.1% | $14,365-96.0% |