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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 | $121,675 | $117,859+3.2% | $102,438+18.8% | $145,959-16.6% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 11.19% | 31.72%-20.5pp | 29.37%-18.2pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,856 | $3,615-21.0% | $3,024-5.6% | $4,661-38.7% |
| Participant deferral / active EE | $3,528 | $5,732-38.4% | $5,054-30.2% | $6,689-47.2% |
| Admin fee / account holder | $1,485 | $13,318-88.9% | $9,448-84.3% | $13,398-88.9% |