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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 | $138,385+7.0% | $184,243-19.7% | $80,925+82.9% |
| Participation rate | 79.3% | 83.9%-4.6pp | 86.8%-7.5pp | 67.7%+11.7pp |
| Annual return | 39.49% | 20.02%+19.5pp | 28.82%+10.7pp | 35.65%+3.8pp |
| Employer contribution / active EE | $5,096 | $4,851+5.1% | $6,427-20.7% | $2,756+84.9% |
| Participant deferral / active EE | $7,678 | $7,075+8.5% | $9,132-15.9% | $4,299+78.6% |
| Admin fee / account holder | $1,207 | $10,489-88.5% | $13,914-91.3% | $6,940-82.6% |