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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 | $124,881 | $110,240+13.3% | $96,544+29.4% | $139,487-10.5% |
| Participation rate | 86.4% | 78.1%+8.2pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 15.63% | 26.41%-10.8pp | 25.88%-10.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $3,219 | $3,622-11.1% | $2,966+8.5% | $4,755-32.3% |
| Participant deferral / active EE | $8,485 | $5,549+52.9% | $4,851+74.9% | $6,713+26.4% |
| Admin fee / account holder | $11,101 | $11,602-4.3% | $8,254+34.5% | $11,407-2.7% |