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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 | $130,580 | $135,956-4.0% | $123,894+5.4% | $273,972-52.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 8.74% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,374 | $5,170-54.1% | $4,617-48.6% | $4,869-51.2% |
| Participant deferral / active EE | $7,853 | $6,343+23.8% | $5,984+31.2% | $5,287+48.5% |
| Admin fee / account holder | $5,288 | $9,817-46.1% | $8,357-36.7% | $10,133-47.8% |