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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 | $152,889 | $135,956+12.5% | $123,894+23.4% | $273,972-44.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 4.12% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $3,190 | $5,170-38.3% | $4,617-30.9% | $4,869-34.5% |
| Participant deferral / active EE | $12,735 | $6,343+100.8% | $5,984+112.8% | $5,287+140.9% |
| Admin fee / account holder | $353 | $9,817-96.4% | $8,357-95.8% | $10,133-96.5% |