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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 | $160,167 | $135,956+17.8% | $123,894+29.3% | $273,972-41.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.80% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,607 | $5,170+27.8% | $4,617+43.1% | $4,869+35.7% |
| Participant deferral / active EE | $4,405 | $6,343-30.6% | $5,984-26.4% | $5,287-16.7% |
| Admin fee / account holder | $17,230 | $9,817+75.5% | $8,357+106.2% | $10,133+70.0% |