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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 | $112,729+17.5% | $98,716+34.2% | $137,256-3.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 19.04% | 38.48%-19.4pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,336 | $2,725-14.3% | $2,279+2.5% | $4,156-43.8% |
| Participant deferral / active EE | $5,192 | $4,640+11.9% | $4,048+28.3% | $6,407-19.0% |
| Admin fee / account holder | $31,445 | $10,129+210.5% | $8,703+261.3% | $12,270+156.3% |