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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 | $112,426 | $135,956-17.3% | $123,894-9.3% | $273,972-59.0% |
| Participation rate | 81.3% | 84.1%-2.8pp | 81.4%-0.2pp | 83.0%-1.8pp |
| Annual return | 5.29% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $4,089 | $5,170-20.9% | $4,617-11.4% | $4,869-16.0% |
| Participant deferral / active EE | $6,910 | $6,343+8.9% | $5,984+15.5% | $5,287+30.7% |
| Admin fee / account holder | $1,689 | $9,817-82.8% | $8,357-79.8% | $10,133-83.3% |