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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 | $121,995 | $135,956-10.3% | $123,894-1.5% | $273,972-55.5% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 5.31% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,226 | $5,170-56.9% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $6,678 | $6,343+5.3% | $5,984+11.6% | $5,287+26.3% |
| Admin fee / account holder | $48,747 | $9,817+396.5% | $8,357+483.3% | $10,133+381.1% |