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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 | $133,005 | $251,004-47.0% | $191,597-30.6% | $138,895-4.2% |
| Participation rate | 92.3% | 82.4%+10.0pp | 76.9%+15.4pp | 79.9%+12.4pp |
| Annual return | 15.67% | 31.05%-15.4pp | 27.07%-11.4pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,429 | $6,226-61.0% | $5,025-51.7% | $4,194-42.1% |
| Participant deferral / active EE | $7,441 | $8,154-8.7% | $6,850+8.6% | $6,396+16.3% |
| Admin fee / account holder | $16,518 | $31,471-47.5% | $22,799-27.6% | $12,562+31.5% |