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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 | $27,920 | $135,956-79.5% | $123,894-77.5% | $273,972-89.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 6.68% | 56.63%-50.0pp | 47.52%-40.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $4,436 | $5,170-14.2% | $4,617-3.9% | $4,869-8.9% |
| Participant deferral / active EE | $3,521 | $6,343-44.5% | $5,984-41.2% | $5,287-33.4% |
| Admin fee / account holder | $1,548 | $9,817-84.2% | $8,357-81.5% | $10,133-84.7% |