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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 | $72,755 | $135,956-46.5% | $123,894-41.3% | $273,972-73.4% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 12.28% | 56.63%-44.3pp | 47.52%-35.2pp | 41.46%-29.2pp |
| Employer contribution / active EE | $6,659 | $5,170+28.8% | $4,617+44.2% | $4,869+36.8% |
| Participant deferral / active EE | $5,181 | $6,343-18.3% | $5,984-13.4% | $5,287-2.0% |
| Admin fee / account holder | $1,942 | $9,817-80.2% | $8,357-76.8% | $10,133-80.8% |