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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 | $134,917 | $117,829+14.5% | $102,423+31.7% | $145,877-7.5% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 8.71% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $2,756 | $3,615-23.8% | $3,023-8.8% | $4,663-40.9% |
| Participant deferral / active EE | $5,113 | $5,732-10.8% | $5,054+1.2% | $6,691-23.6% |
| Admin fee / account holder | $18,318 | $13,335+37.4% | $9,455+93.7% | $13,402+36.7% |