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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 | $148,547 | $135,956+9.3% | $123,894+19.9% | $273,972-45.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.49% | 56.63%-47.1pp | 47.52%-38.0pp | 41.46%-32.0pp |
| Employer contribution / active EE | $5,789 | $5,170+12.0% | $4,617+25.4% | $4,869+18.9% |
| Participant deferral / active EE | $8,826 | $6,343+39.1% | $5,984+47.5% | $5,287+66.9% |
| Admin fee / account holder | $17,339 | $9,817+76.6% | $8,357+107.5% | $10,133+71.1% |