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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 | $62,714 | $135,956-53.9% | $123,894-49.4% | $273,972-77.1% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 7.17% | 56.63%-49.5pp | 47.52%-40.3pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,645 | $5,170-48.8% | $4,617-42.7% | $4,869-45.7% |
| Participant deferral / active EE | $8,646 | $6,343+36.3% | $5,984+44.5% | $5,287+63.5% |
| Admin fee / account holder | $359 | $9,817-96.3% | $8,357-95.7% | $10,133-96.5% |