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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 | $131,005 | $135,956-3.6% | $123,894+5.7% | $273,972-52.2% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 8.55% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-32.9pp |
| Employer contribution / active EE | $6,480 | $5,170+25.4% | $4,617+40.4% | $4,869+33.1% |
| Participant deferral / active EE | $4,011 | $6,343-36.8% | $5,984-33.0% | $5,287-24.1% |
| Admin fee / account holder | $1,214 | $9,817-87.6% | $8,357-85.5% | $10,133-88.0% |