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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 | $117,257 | $110,212+6.4% | $96,534+21.5% | $139,466-15.9% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 12.32% | 26.42%-14.1pp | 25.88%-13.6pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,303 | $3,620-36.4% | $2,965-22.3% | $4,754-51.6% |
| Participant deferral / active EE | $6,667 | $5,547+20.2% | $4,851+37.4% | $6,712-0.7% |
| Admin fee / account holder | $5,921 | $11,599-49.0% | $8,253-28.3% | $11,409-48.1% |