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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 | $60,718 | $135,956-55.3% | $123,894-51.0% | $273,972-77.8% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 8.00% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,481 | $5,170+6.0% | $4,617+18.7% | $4,869+12.6% |
| Participant deferral / active EE | $5,346 | $6,343-15.7% | $5,984-10.7% | $5,287+1.1% |
| Admin fee / account holder | $3,807 | $9,817-61.2% | $8,357-54.5% | $10,133-62.4% |