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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 | $135,711 | $135,956-0.2% | $123,894+9.5% | $273,972-50.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 5.63% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,611 | $5,170-30.1% | $4,617-21.8% | $4,869-25.8% |
| Participant deferral / active EE | $5,764 | $6,343-9.1% | $5,984-3.7% | $5,287+9.0% |
| Admin fee / account holder | $1,399 | $9,817-85.8% | $8,357-83.3% | $10,133-86.2% |