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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 | $112,900 | $135,956-17.0% | $123,894-8.9% | $273,972-58.8% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 9.09% | 56.63%-47.5pp | 47.52%-38.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $3,803 | $5,170-26.4% | $4,617-17.6% | $4,869-21.9% |
| Participant deferral / active EE | $7,316 | $6,343+15.3% | $5,984+22.2% | $5,287+38.4% |
| Admin fee / account holder | $11,546 | $9,817+17.6% | $8,357+38.2% | $10,133+13.9% |