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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 | $122,511 | $118,496+3.4% | $98,461+24.4% | $139,466-12.2% |
| Participation rate | 81.3% | 77.5%+3.8pp | 75.2%+6.1pp | 80.3%+0.9pp |
| Annual return | 19.51% | 18.96%+0.5pp | 21.17%-1.7pp | 373.66%-354.2pp |
| Employer contribution / active EE | $1,707 | $3,611-52.7% | $3,049-44.0% | $4,754-64.1% |
| Participant deferral / active EE | $5,748 | $5,393+6.6% | $4,738+21.3% | $6,712-14.4% |
| Admin fee / account holder | $2,466 | $14,056-82.5% | $8,961-72.5% | $11,409-78.4% |