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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 | $125,533 | $118,467+6.0% | $98,450+27.5% | $139,456-10.0% |
| Participation rate | 92.3% | 77.5%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 15.69% | 18.95%-3.3pp | 21.16%-5.5pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,678 | $3,611-53.5% | $3,049-45.0% | $4,753-64.7% |
| Participant deferral / active EE | $5,744 | $5,393+6.5% | $4,739+21.2% | $6,711-14.4% |
| Admin fee / account holder | $15,316 | $14,057+9.0% | $8,961+70.9% | $11,407+34.3% |