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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 | $125,486 | $149,741-16.2% | $118,914+5.5% | $158,982-21.1% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.6pp |
| Annual return | 14.28% | 19.94%-5.7pp | 35.89%-21.6pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,756 | $4,119-33.1% | $3,264-15.6% | $4,763-42.1% |
| Participant deferral / active EE | $6,093 | $5,226+16.6% | $4,266+42.8% | $5,983+1.8% |
| Admin fee / account holder | $6,951 | $8,607-19.2% | $6,582+5.6% | $11,252-38.2% |