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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 | $135,112 | $106,864+26.4% | $147,318-8.3% | $82,637+63.5% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 17.11% | 27.49%-10.4pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,109 | $3,417-9.0% | $4,593-32.3% | $2,552+21.8% |
| Participant deferral / active EE | $9,211 | $6,496+41.8% | $7,906+16.5% | $4,126+123.2% |
| Admin fee / account holder | $13,755 | $8,415+63.5% | $13,708+0.3% | $7,339+87.4% |