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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 | $94,059 | $90,486+3.9% | $78,676+19.6% | $273,972-65.7% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 4.74% | 75.62%-70.9pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $2,673 | $3,175-15.8% | $2,850-6.2% | $4,869-45.1% |
| Participant deferral / active EE | $4,534 | $3,901+16.2% | $3,517+28.9% | $5,287-14.2% |
| Admin fee / account holder | $527 | $5,263-90.0% | $4,510-88.3% | $10,133-94.8% |