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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 | $180,930 | $153,769+17.7% | $133,975+35.0% | $273,972-34.0% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.1%-2.4pp | 83.0%+1.6pp |
| Annual return | 7.38% | 36.51%-29.1pp | 29.29%-21.9pp | 41.46%-34.1pp |
| Employer contribution / active EE | $5,702 | $6,029-5.4% | $5,211+9.4% | $4,869+17.1% |
| Participant deferral / active EE | $5,234 | $6,958-24.8% | $6,282-16.7% | $5,287-1.0% |
| Admin fee / account holder | $886 | $11,765-92.5% | $9,324-90.5% | $10,133-91.3% |