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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 | $132,489 | $135,956-2.6% | $123,894+6.9% | $273,972-51.6% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 11.13% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $2,154 | $5,170-58.3% | $4,617-53.4% | $4,869-55.8% |
| Participant deferral / active EE | $4,578 | $6,343-27.8% | $5,984-23.5% | $5,287-13.4% |
| Admin fee / account holder | $10,985 | $9,817+11.9% | $8,357+31.4% | $10,133+8.4% |