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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 | $94,607 | $135,956-30.4% | $123,894-23.6% | $273,972-65.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,885 | $5,170-63.5% | $4,617-59.2% | $4,869-61.3% |
| Participant deferral / active EE | $6,361 | $6,343+0.3% | $5,984+6.3% | $5,287+20.3% |
| Admin fee / account holder | $27,738 | $9,817+182.5% | $8,357+231.9% | $10,133+173.8% |