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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 | $148,021 | $138,393+7.0% | $184,256-19.7% | $80,959+82.8% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.7%+11.6pp |
| Annual return | 39.49% | 20.01%+19.5pp | 28.85%+10.6pp | 35.67%+3.8pp |
| Employer contribution / active EE | $5,096 | $4,847+5.1% | $6,427-20.7% | $2,757+84.8% |
| Participant deferral / active EE | $7,678 | $7,076+8.5% | $9,133-15.9% | $4,300+78.5% |
| Admin fee / account holder | $1,207 | $10,489-88.5% | $13,899-91.3% | $6,925-82.6% |