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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 | $116,501 | $135,956-14.3% | $123,894-6.0% | $273,972-57.5% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 9.76% | 56.63%-46.9pp | 47.52%-37.8pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,148 | $5,170-39.1% | $4,617-31.8% | $4,869-35.4% |
| Participant deferral / active EE | $6,078 | $6,343-4.2% | $5,984+1.6% | $5,287+14.9% |
| Admin fee / account holder | $7,132 | $9,817-27.4% | $8,357-14.7% | $10,133-29.6% |