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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 | $124,776 | $135,956-8.2% | $123,894+0.7% | $273,972-54.5% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 10.60% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,647 | $5,170-68.1% | $4,617-64.3% | $4,869-66.2% |
| Participant deferral / active EE | $6,097 | $6,343-3.9% | $5,984+1.9% | $5,287+15.3% |
| Admin fee / account holder | $3,431 | $9,817-65.1% | $8,357-58.9% | $10,133-66.1% |