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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 | $150,743 | $138,366+8.9% | $184,185-18.2% | $80,911+86.3% |
| Participation rate | 83.9% | 83.9%0pp | 86.8%-3.0pp | 67.6%+16.2pp |
| Annual return | 12.44% | 20.02%-7.6pp | 28.81%-16.4pp | 35.63%-23.2pp |
| Employer contribution / active EE | $7,148 | $4,849+47.4% | $6,426+11.2% | $2,756+159.4% |
| Participant deferral / active EE | $7,470 | $7,074+5.6% | $9,132-18.2% | $4,297+73.8% |
| Admin fee / account holder | $6,016 | $10,484-42.6% | $13,909-56.7% | $6,935-13.2% |