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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 | $149,754-16.2% | $118,934+5.5% | $158,931-21.0% |
| Participation rate | 84.6% | 82.1%+2.5pp | 75.4%+9.2pp | 82.0%+2.7pp |
| Annual return | 14.28% | 19.95%-5.7pp | 35.88%-21.6pp | 302.86%-288.6pp |
| Employer contribution / active EE | $2,756 | $4,116-33.0% | $3,263-15.5% | $4,761-42.1% |
| Participant deferral / active EE | $6,093 | $5,224+16.6% | $4,265+42.8% | $5,982+1.8% |
| Admin fee / account holder | $6,951 | $8,603-19.2% | $6,580+5.6% | $11,247-38.2% |