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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 | $109,044 | $135,956-19.8% | $123,894-12.0% | $273,972-60.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,014 | $5,170-61.0% | $4,617-56.4% | $4,869-58.6% |
| Participant deferral / active EE | $7,655 | $6,343+20.7% | $5,984+27.9% | $5,287+44.8% |
| Admin fee / account holder | $9,465 | $9,817-3.6% | $8,357+13.3% | $10,133-6.6% |