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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 | $62,919 | $135,956-53.7% | $123,894-49.2% | $273,972-77.0% |
| Participation rate | 86.4% | 84.1%+2.3pp | 81.4%+5.0pp | 83.0%+3.3pp |
| Annual return | 6.12% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,179 | $5,170-77.2% | $4,617-74.5% | $4,869-75.8% |
| Participant deferral / active EE | $3,081 | $6,343-51.4% | $5,984-48.5% | $5,287-41.7% |
| Admin fee / account holder | $1,543 | $9,817-84.3% | $8,357-81.5% | $10,133-84.8% |