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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 | $90,477 | $135,956-33.5% | $123,894-27.0% | $273,972-67.0% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 13.10% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.4pp |
| Employer contribution / active EE | $6,886 | $5,170+33.2% | $4,617+49.2% | $4,869+41.4% |
| Participant deferral / active EE | $7,484 | $6,343+18.0% | $5,984+25.1% | $5,287+41.6% |
| Admin fee / account holder | $5,781 | $9,817-41.1% | $8,357-30.8% | $10,133-42.9% |