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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 | $106,247 | $135,956-21.9% | $123,894-14.2% | $273,972-61.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 4.83% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,171 | $5,170-58.0% | $4,617-53.0% | $4,869-55.4% |
| Participant deferral / active EE | $6,213 | $6,343-2.0% | $5,984+3.8% | $5,287+17.5% |
| Admin fee / account holder | $69,718 | $9,817+610.1% | $8,357+734.2% | $10,133+588.1% |