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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 | $131,699 | $135,956-3.1% | $123,894+6.3% | $273,972-51.9% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 7.08% | 56.63%-49.6pp | 47.52%-40.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,273 | $5,170+21.3% | $4,617+35.9% | $4,869+28.8% |
| Participant deferral / active EE | $5,235 | $6,343-17.5% | $5,984-12.5% | $5,287-1.0% |
| Admin fee / account holder | $7,065 | $9,817-28.0% | $8,357-15.5% | $10,133-30.3% |