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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 | $86,839 | $135,956-36.1% | $123,894-29.9% | $273,972-68.3% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 8.04% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,217 | $5,170+0.9% | $4,617+13.0% | $4,869+7.2% |
| Participant deferral / active EE | $7,390 | $6,343+16.5% | $5,984+23.5% | $5,287+39.8% |
| Admin fee / account holder | $692 | $9,817-92.9% | $8,357-91.7% | $10,133-93.2% |