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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 | $106,761 | $135,956-21.5% | $123,894-13.8% | $273,972-61.0% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 6.44% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $911 | $5,170-82.4% | $4,617-80.3% | $4,869-81.3% |
| Participant deferral / active EE | $8,876 | $6,343+39.9% | $5,984+48.3% | $5,287+67.9% |
| Admin fee / account holder | $14,867 | $9,817+51.4% | $8,357+77.9% | $10,133+46.7% |