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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 | $129,689 | $135,956-4.6% | $123,894+4.7% | $273,972-52.7% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.62% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $5,950 | $5,170+15.1% | $4,617+28.9% | $4,869+22.2% |
| Participant deferral / active EE | $9,135 | $6,343+44.0% | $5,984+52.7% | $5,287+72.8% |
| Admin fee / account holder | $3,074 | $9,817-68.7% | $8,357-63.2% | $10,133-69.7% |