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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 | $149,344 | $135,956+9.8% | $123,894+20.5% | $273,972-45.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 8.82% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,711 | $5,170-47.6% | $4,617-41.3% | $4,869-44.3% |
| Participant deferral / active EE | $8,688 | $6,343+37.0% | $5,984+45.2% | $5,287+64.3% |
| Admin fee / account holder | $1,286 | $9,817-86.9% | $8,357-84.6% | $10,133-87.3% |