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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 | $163,012 | $181,896-10.4% | $156,551+4.1% | $273,972-40.5% |
| Participation rate | 94.4% | 88.4%+6.1pp | 84.0%+10.4pp | 83.0%+11.4pp |
| Annual return | 7.38% | 30.74%-23.4pp | 32.23%-24.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $9,972 | $6,248+59.6% | $5,501+81.3% | $4,869+104.8% |
| Participant deferral / active EE | $5,716 | $5,550+3.0% | $4,871+17.3% | $5,287+8.1% |
| Admin fee / account holder | $6,715 | $15,560-56.8% | $13,028-48.5% | $10,133-33.7% |