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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 | $137,408 | $135,956+1.1% | $123,894+10.9% | $273,972-49.8% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 3.73% | 56.63%-52.9pp | 47.52%-43.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,807 | $5,170-45.7% | $4,617-39.2% | $4,869-42.3% |
| Participant deferral / active EE | $9,106 | $6,343+43.6% | $5,984+52.2% | $5,287+72.2% |
| Admin fee / account holder | $57,820 | $9,817+488.9% | $8,357+591.9% | $10,133+470.6% |