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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 | $143,439 | $135,956+5.5% | $123,894+15.8% | $273,972-47.6% |
| Participation rate | 88.2% | 84.1%+4.2pp | 81.4%+6.8pp | 83.0%+5.2pp |
| Annual return | 5.41% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $7,195 | $5,170+39.2% | $4,617+55.8% | $4,869+47.8% |
| Participant deferral / active EE | $7,014 | $6,343+10.6% | $5,984+17.2% | $5,287+32.7% |
| Admin fee / account holder | $64,082 | $9,817+552.7% | $8,357+666.8% | $10,133+532.4% |