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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 | $114,812 | $135,956-15.6% | $123,894-7.3% | $273,970-58.1% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 9.72% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $5,545 | $5,170+7.3% | $4,617+20.1% | $4,869+13.9% |
| Participant deferral / active EE | $14,111 | $6,343+122.5% | $5,984+135.8% | $5,287+166.9% |
| Admin fee / account holder | $5,782 | $9,817-41.1% | $8,357-30.8% | $10,132-42.9% |