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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 | $86,910 | $135,956-36.1% | $123,894-29.9% | $273,970-68.3% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 7.05% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,139 | $5,170-39.3% | $4,617-32.0% | $4,869-35.5% |
| Participant deferral / active EE | $4,879 | $6,343-23.1% | $5,984-18.5% | $5,287-7.7% |
| Admin fee / account holder | $15,370 | $9,817+56.6% | $8,357+83.9% | $10,132+51.7% |