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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 | $101,263 | $135,956-25.5% | $123,894-18.3% | $273,972-63.0% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 11.17% | 56.63%-45.5pp | 47.52%-36.3pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,606 | $5,170-68.9% | $4,617-65.2% | $4,869-67.0% |
| Participant deferral / active EE | $5,212 | $6,343-17.8% | $5,984-12.9% | $5,287-1.4% |
| Admin fee / account holder | $10,082 | $9,817+2.7% | $8,357+20.6% | $10,133-0.5% |