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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 | $41,974 | $135,956-69.1% | $123,894-66.1% | $273,972-84.7% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 7.66% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,703 | $5,170-9.0% | $4,617+1.9% | $4,869-3.4% |
| Participant deferral / active EE | $6,713 | $6,343+5.8% | $5,984+12.2% | $5,287+27.0% |
| Admin fee / account holder | $1,955 | $9,817-80.1% | $8,357-76.6% | $10,133-80.7% |