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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 | $116,588 | $135,956-14.2% | $123,894-5.9% | $273,972-57.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.55% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $11,457 | $5,170+121.6% | $4,617+148.2% | $4,869+135.3% |
| Participant deferral / active EE | $11,787 | $6,343+85.8% | $5,984+97.0% | $5,287+122.9% |
| Admin fee / account holder | $27,699 | $9,817+182.1% | $8,357+231.4% | $10,133+173.4% |