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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 | $104,490 | $135,956-23.1% | $123,894-15.7% | $273,970-61.9% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 7.60% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.9pp |
| Employer contribution / active EE | $7,832 | $5,170+51.5% | $4,617+69.6% | $4,869+60.9% |
| Participant deferral / active EE | $7,213 | $6,343+13.7% | $5,984+20.5% | $5,287+36.4% |
| Admin fee / account holder | $2,411 | $9,817-75.4% | $8,357-71.1% | $10,132-76.2% |