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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 | $110,790 | $135,956-18.5% | $123,894-10.6% | $273,972-59.6% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 5.68% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.8pp |
| Employer contribution / active EE | $7,939 | $5,170+53.6% | $4,617+72.0% | $4,869+63.1% |
| Participant deferral / active EE | $13,799 | $6,343+117.6% | $5,984+130.6% | $5,287+161.0% |
| Admin fee / account holder | $10,620 | $9,817+8.2% | $8,357+27.1% | $10,133+4.8% |