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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 | $135,126 | $135,956-0.6% | $123,894+9.1% | $273,972-50.7% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 5.24% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $9,289 | $5,170+79.7% | $4,617+101.2% | $4,869+90.8% |
| Participant deferral / active EE | $4,605 | $6,343-27.4% | $5,984-23.0% | $5,287-12.9% |
| Admin fee / account holder | $5,390 | $9,817-45.1% | $8,357-35.5% | $10,133-46.8% |