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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 | $160,213 | $135,956+17.8% | $123,894+29.3% | $273,972-41.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 6.51% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $6,456 | $5,170+24.9% | $4,617+39.8% | $4,869+32.6% |
| Participant deferral / active EE | $18,879 | $6,343+197.6% | $5,984+215.5% | $5,287+257.1% |
| Admin fee / account holder | $30,891 | $9,817+214.6% | $8,357+269.6% | $10,133+204.9% |