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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 | $119,180 | $135,956-12.3% | $123,894-3.8% | $273,972-56.5% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.57% | 56.63%-51.1pp | 47.52%-41.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $17,367 | $5,170+235.9% | $4,617+276.2% | $4,869+256.7% |
| Participant deferral / active EE | $10,616 | $6,343+67.4% | $5,984+77.4% | $5,287+100.8% |
| Admin fee / account holder | $303 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |