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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 | $42,674 | $181,896-76.5% | $156,551-72.7% | $273,972-84.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 5.51% | 30.74%-25.2pp | 32.23%-26.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,995 | $6,248-20.1% | $5,501-9.2% | $4,869+2.6% |
| Participant deferral / active EE | $3,080 | $5,550-44.5% | $4,871-36.8% | $5,287-41.7% |
| Admin fee / account holder | $339 | $15,560-97.8% | $13,028-97.4% | $10,133-96.7% |