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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 | $116,643 | $135,956-14.2% | $123,894-5.9% | $273,972-57.4% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 5.94% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $5,461 | $5,170+5.6% | $4,617+18.3% | $4,869+12.2% |
| Participant deferral / active EE | $8,768 | $6,343+38.2% | $5,984+46.5% | $5,287+65.8% |
| Admin fee / account holder | $29,224 | $9,817+197.7% | $8,357+249.7% | $10,133+188.4% |