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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 | $193,120 | $135,956+42.0% | $123,894+55.9% | $273,972-29.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.15% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,757 | $5,170-46.7% | $4,617-40.3% | $4,869-43.4% |
| Participant deferral / active EE | $8,119 | $6,343+28.0% | $5,984+35.7% | $5,287+53.6% |
| Admin fee / account holder | $2,561 | $9,817-73.9% | $8,357-69.4% | $10,133-74.7% |