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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 | $99,439 | $135,956-26.9% | $123,894-19.7% | $273,972-63.7% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 5.60% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $8,917 | $5,170+72.5% | $4,617+93.1% | $4,869+83.2% |
| Participant deferral / active EE | $3,090 | $6,343-51.3% | $5,984-48.4% | $5,287-41.6% |
| Admin fee / account holder | $2,309 | $9,817-76.5% | $8,357-72.4% | $10,133-77.2% |