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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 | $148,812 | $181,896-18.2% | $156,551-4.9% | $273,972-45.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 8.42% | 30.74%-22.3pp | 32.23%-23.8pp | 41.46%-33.0pp |
| Employer contribution / active EE | $10,706 | $6,248+71.3% | $5,501+94.6% | $4,869+119.9% |
| Participant deferral / active EE | $5,419 | $5,550-2.4% | $4,871+11.2% | $5,287+2.5% |
| Admin fee / account holder | $6,877 | $15,560-55.8% | $13,028-47.2% | $10,133-32.1% |