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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 | $130,806 | $135,956-3.8% | $123,894+5.6% | $273,972-52.3% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.45% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $3,311 | $5,170-36.0% | $4,617-28.3% | $4,869-32.0% |
| Participant deferral / active EE | $10,333 | $6,343+62.9% | $5,984+72.7% | $5,287+95.4% |
| Admin fee / account holder | $1,322 | $9,817-86.5% | $8,357-84.2% | $10,133-87.0% |