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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 | $106,395 | $135,956-21.7% | $123,894-14.1% | $273,972-61.2% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 6.77% | 56.63%-49.9pp | 47.52%-40.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $8,995 | $5,170+74.0% | $4,617+94.8% | $4,869+84.8% |
| Participant deferral / active EE | $5,720 | $6,343-9.8% | $5,984-4.4% | $5,287+8.2% |
| Admin fee / account holder | $908 | $9,817-90.7% | $8,357-89.1% | $10,133-91.0% |