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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 | $132,435 | $124,980+6.0% | $108,359+22.2% | $154,746-14.4% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 19.04% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,336 | $2,851-18.0% | $2,399-2.6% | $4,379-46.6% |
| Participant deferral / active EE | $5,192 | $4,743+9.5% | $4,137+25.5% | $6,730-22.9% |
| Admin fee / account holder | $31,445 | $11,502+173.4% | $9,741+222.8% | $14,365+118.9% |