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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 | $132,238 | $135,956-2.7% | $123,894+6.7% | $273,972-51.7% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 8.82% | 56.63%-47.8pp | 47.52%-38.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $7,620 | $5,170+47.4% | $4,617+65.0% | $4,869+56.5% |
| Participant deferral / active EE | $5,420 | $6,343-14.6% | $5,984-9.4% | $5,287+2.5% |
| Admin fee / account holder | $1,258 | $9,817-87.2% | $8,357-84.9% | $10,133-87.6% |