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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 | $66,269 | $135,956-51.3% | $123,894-46.5% | $273,972-75.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.67% | 56.63%-49.0pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,451 | $5,170-33.2% | $4,617-25.3% | $4,869-29.1% |
| Participant deferral / active EE | $5,050 | $6,343-20.4% | $5,984-15.6% | $5,287-4.5% |
| Admin fee / account holder | $2,532 | $9,817-74.2% | $8,357-69.7% | $10,133-75.0% |