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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 | $130,090 | $135,956-4.3% | $123,894+5.0% | $273,972-52.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $6,321 | $5,170+22.3% | $4,617+36.9% | $4,869+29.8% |
| Participant deferral / active EE | $5,522 | $6,343-12.9% | $5,984-7.7% | $5,287+4.4% |
| Admin fee / account holder | $2,635 | $9,817-73.2% | $8,357-68.5% | $10,133-74.0% |