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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 | $114,494 | $135,956-15.8% | $123,894-7.6% | $273,972-58.2% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 11.98% | 56.63%-44.7pp | 47.52%-35.5pp | 41.46%-29.5pp |
| Employer contribution / active EE | $5,059 | $5,170-2.1% | $4,617+9.6% | $4,869+3.9% |
| Participant deferral / active EE | $4,697 | $6,343-25.9% | $5,984-21.5% | $5,287-11.2% |
| Admin fee / account holder | $735 | $9,817-92.5% | $8,357-91.2% | $10,133-92.7% |