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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 | $121,189 | $135,956-10.9% | $123,894-2.2% | $273,972-55.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 8.66% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $7,421 | $5,170+43.5% | $4,617+60.7% | $4,869+52.4% |
| Participant deferral / active EE | $6,056 | $6,343-4.5% | $5,984+1.2% | $5,287+14.5% |
| Admin fee / account holder | $8,622 | $9,817-12.2% | $8,357+3.2% | $10,133-14.9% |