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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 | $137,618 | $135,956+1.2% | $123,894+11.1% | $273,972-49.8% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 11.49% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-30.0pp |
| Employer contribution / active EE | $3,626 | $5,170-29.9% | $4,617-21.5% | $4,869-25.5% |
| Participant deferral / active EE | $9,372 | $6,343+47.8% | $5,984+56.6% | $5,287+77.3% |
| Admin fee / account holder | $1,734 | $9,817-82.3% | $8,357-79.3% | $10,133-82.9% |