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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 | $41,992 | $135,956-69.1% | $123,894-66.1% | $273,972-84.7% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.85% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $3,342 | $5,170-35.4% | $4,617-27.6% | $4,869-31.4% |
| Participant deferral / active EE | $7,012 | $6,343+10.6% | $5,984+17.2% | $5,287+32.6% |
| Admin fee / account holder | $332 | $9,817-96.6% | $8,357-96.0% | $10,133-96.7% |