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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 | $124,641 | $124,425+0.2% | $112,040+11.2% | $137,256-9.2% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 13.32% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,685 | $3,411+154.6% | $2,954+194.0% | $4,156+109.0% |
| Participant deferral / active EE | $3,245 | $5,718-43.3% | $5,098-36.3% | $6,407-49.4% |
| Admin fee / account holder | $7,109 | $15,207-53.2% | $12,098-41.2% | $12,270-42.1% |