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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 | $108,086 | $135,956-20.5% | $123,894-12.8% | $273,972-60.5% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.11% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $8,144 | $5,170+57.5% | $4,617+76.4% | $4,869+67.3% |
| Participant deferral / active EE | $9,569 | $6,343+50.9% | $5,984+59.9% | $5,287+81.0% |
| Admin fee / account holder | $133,393 | $9,817+1258.7% | $8,357+1496.2% | $10,133+1216.5% |