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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 | $113,423 | $135,956-16.6% | $123,894-8.5% | $273,972-58.6% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 8.96% | 56.63%-47.7pp | 47.52%-38.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,605 | $5,170-30.3% | $4,617-21.9% | $4,869-26.0% |
| Participant deferral / active EE | $14,407 | $6,343+127.1% | $5,984+140.7% | $5,287+172.5% |
| Admin fee / account holder | $17,258 | $9,817+75.8% | $8,357+106.5% | $10,133+70.3% |