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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 | $148,549 | $135,956+9.3% | $123,894+19.9% | $273,972-45.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,333 | $5,170-16.2% | $4,617-6.1% | $4,869-11.0% |
| Participant deferral / active EE | $7,249 | $6,343+14.3% | $5,984+21.1% | $5,287+37.1% |
| Admin fee / account holder | $2,070 | $9,817-78.9% | $8,357-75.2% | $10,133-79.6% |