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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 | $50,675 | $135,956-62.7% | $123,894-59.1% | $273,972-81.5% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 6.43% | 56.63%-50.2pp | 47.52%-41.1pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,589 | $5,170-30.6% | $4,617-22.3% | $4,869-26.3% |
| Participant deferral / active EE | $11,551 | $6,343+82.1% | $5,984+93.0% | $5,287+118.5% |
| Admin fee / account holder | $826 | $9,817-91.6% | $8,357-90.1% | $10,133-91.8% |