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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 | $123,155+4.7% | $108,753+18.5% | $155,188-16.9% |
| Participation rate | 87.5% | 75.6%+11.9pp | 71.1%+16.4pp | 80.8%+6.7pp |
| Annual return | 12.91% | 44.73%-31.8pp | 37.47%-24.6pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,807 | $2,811-0.2% | $2,427+15.7% | $4,248-33.9% |
| Participant deferral / active EE | $8,459 | $4,623+83.0% | $4,115+105.6% | $6,531+29.5% |
| Admin fee / account holder | $8,059 | $12,126-33.5% | $10,320-21.9% | $14,480-44.3% |