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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 | $128,897 | $115,225+11.9% | $100,712+28.0% | $138,895-7.2% |
| Participation rate | 87.5% | 74.3%+13.2pp | 69.3%+18.2pp | 79.9%+7.6pp |
| Annual return | 12.91% | 40.35%-27.4pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,807 | $2,771+1.3% | $2,313+21.4% | $4,194-33.1% |
| Participant deferral / active EE | $8,459 | $4,699+80.0% | $4,085+107.1% | $6,396+32.2% |
| Admin fee / account holder | $8,059 | $10,844-25.7% | $9,256-12.9% | $12,562-35.8% |