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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 | $192,653 | $135,956+41.7% | $123,894+55.5% | $273,972-29.7% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 7.01% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,669 | $5,170-9.7% | $4,617+1.1% | $4,869-4.1% |
| Participant deferral / active EE | $10,416 | $6,343+64.2% | $5,984+74.1% | $5,287+97.0% |
| Admin fee / account holder | $3,715 | $9,817-62.2% | $8,357-55.5% | $10,133-63.3% |