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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 | $121,749 | $117,829+3.3% | $102,423+18.9% | $145,877-16.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 15.32% | 31.83%-16.5pp | 29.42%-14.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,513 | $3,615-2.8% | $3,023+16.2% | $4,663-24.7% |
| Participant deferral / active EE | $6,132 | $5,732+7.0% | $5,054+21.3% | $6,691-8.4% |
| Admin fee / account holder | $2,562 | $13,335-80.8% | $9,455-72.9% | $13,402-80.9% |