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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 | $102,726 | $135,956-24.4% | $123,894-17.1% | $273,972-62.5% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 10.11% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $7,175 | $5,170+38.8% | $4,617+55.4% | $4,869+47.4% |
| Participant deferral / active EE | $7,758 | $6,343+22.3% | $5,984+29.6% | $5,287+46.7% |
| Admin fee / account holder | $1,081 | $9,817-89.0% | $8,357-87.1% | $10,133-89.3% |