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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 | $48,045 | $181,896-73.6% | $156,551-69.3% | $273,972-82.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 5.01% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $6,667 | $6,248+6.7% | $5,501+21.2% | $4,869+36.9% |
| Participant deferral / active EE | $7,930 | $5,550+42.9% | $4,871+62.8% | $5,287+50.0% |
| Admin fee / account holder | $1,113 | $15,560-92.8% | $13,028-91.5% | $10,133-89.0% |