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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 | $86,119 | $135,956-36.7% | $123,894-30.5% | $273,972-68.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.16% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $8,605 | $5,170+66.4% | $4,617+86.4% | $4,869+76.7% |
| Participant deferral / active EE | $3,354 | $6,343-47.1% | $5,984-44.0% | $5,287-36.6% |
| Admin fee / account holder | $424 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |