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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 | $61,805 | $135,956-54.5% | $123,894-50.1% | $273,972-77.4% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 7.53% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,522 | $5,170-51.2% | $4,617-45.4% | $4,869-48.2% |
| Participant deferral / active EE | $7,906 | $6,343+24.6% | $5,984+32.1% | $5,287+49.5% |
| Admin fee / account holder | $1,196 | $9,817-87.8% | $8,357-85.7% | $10,133-88.2% |