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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 | $131,261 | $135,956-3.5% | $123,894+5.9% | $273,972-52.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 7.68% | 56.63%-49.0pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,574 | $5,170-50.2% | $4,617-44.3% | $4,869-47.1% |
| Participant deferral / active EE | $6,219 | $6,343-2.0% | $5,984+3.9% | $5,287+17.6% |
| Admin fee / account holder | $3,222 | $9,817-67.2% | $8,357-61.4% | $10,133-68.2% |