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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 | $62,485 | $135,956-54.0% | $123,894-49.6% | $273,972-77.2% |
| Participation rate | 77.3% | 84.1%-6.8pp | 81.4%-4.1pp | 83.0%-5.7pp |
| Annual return | 7.63% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $6,936 | $5,170+34.2% | $4,617+50.2% | $4,869+42.5% |
| Participant deferral / active EE | $4,683 | $6,343-26.2% | $5,984-21.7% | $5,287-11.4% |
| Admin fee / account holder | $308 | $9,817-96.9% | $8,357-96.3% | $10,133-97.0% |