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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 | $78,242 | $135,956-42.5% | $123,894-36.8% | $273,972-71.4% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 10.08% | 56.63%-46.6pp | 47.52%-37.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $8,046 | $5,170+55.6% | $4,617+74.3% | $4,869+65.3% |
| Participant deferral / active EE | $5,362 | $6,343-15.5% | $5,984-10.4% | $5,287+1.4% |
| Admin fee / account holder | $1,545 | $9,817-84.3% | $8,357-81.5% | $10,133-84.7% |