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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 | $130,468 | $141,004-7.5% | $112,273+16.2% | $139,466-6.5% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 14.85% | 32.75%-17.9pp | 30.23%-15.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $4,148 | $4,285-3.2% | $3,431+20.9% | $4,754-12.7% |
| Participant deferral / active EE | $8,900 | $5,878+51.4% | $4,800+85.4% | $6,712+32.6% |
| Admin fee / account holder | $2,848 | $9,959-71.4% | $7,752-63.3% | $11,409-75.0% |