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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 | $157,383 | $135,956+15.8% | $123,894+27.0% | $273,972-42.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.74% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,837 | $5,170-64.5% | $4,617-60.2% | $4,869-62.3% |
| Participant deferral / active EE | $4,085 | $6,343-35.6% | $5,984-31.7% | $5,287-22.7% |
| Admin fee / account holder | $1,801 | $9,817-81.7% | $8,357-78.5% | $10,133-82.2% |