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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 | $105,211 | $254,759-58.7% | $216,567-51.4% | $198,609-47.0% |
| Participation rate | 86.7% | 84.5%+2.1pp | 81.6%+5.0pp | 82.4%+4.3pp |
| Annual return | 11.79% | 10.04%+1.8pp | 12.94%-1.2pp | 202.70%-190.9pp |
| Employer contribution / active EE | $6,587 | $6,096+8.0% | $5,216+26.3% | $5,055+30.3% |
| Participant deferral / active EE | $5,918 | $6,948-14.8% | $6,191-4.4% | $6,977-15.2% |
| Admin fee / account holder | $62,748 | $26,311+138.5% | $21,981+185.5% | $19,030+229.7% |