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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 | $73,017 | $135,956-46.3% | $123,894-41.1% | $273,972-73.3% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 33.32% | 56.63%-23.3pp | 47.52%-14.2pp | 41.46%-8.1pp |
| Employer contribution / active EE | $3,017 | $5,170-41.6% | $4,617-34.6% | $4,869-38.0% |
| Participant deferral / active EE | $9,349 | $6,343+47.4% | $5,984+56.2% | $5,287+76.8% |
| Admin fee / account holder | $1,262 | $9,817-87.2% | $8,357-84.9% | $10,133-87.5% |