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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 | $156,735 | $135,956+15.3% | $123,894+26.5% | $273,972-42.8% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 7.19% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,588 | $5,170-69.3% | $4,617-65.6% | $4,869-67.4% |
| Participant deferral / active EE | $3,781 | $6,343-40.4% | $5,984-36.8% | $5,287-28.5% |
| Admin fee / account holder | $4,558 | $9,817-53.6% | $8,357-45.5% | $10,133-55.0% |