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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 | $82,254 | $135,956-39.5% | $123,894-33.6% | $273,972-70.0% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,078 | $5,170-21.1% | $4,617-11.7% | $4,869-16.2% |
| Participant deferral / active EE | $8,566 | $6,343+35.0% | $5,984+43.1% | $5,287+62.0% |
| Admin fee / account holder | $35,691 | $9,817+263.5% | $8,357+327.1% | $10,133+252.2% |