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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 | $72,359 | $135,956-46.8% | $123,894-41.6% | $273,972-73.6% |
| Participation rate | 93.3% | 84.1%+9.3pp | 81.4%+11.9pp | 83.0%+10.3pp |
| Annual return | 8.03% | 56.63%-48.6pp | 47.52%-39.5pp | 41.46%-33.4pp |
| Employer contribution / active EE | $3,005 | $5,170-41.9% | $4,617-34.9% | $4,869-38.3% |
| Participant deferral / active EE | $3,089 | $6,343-51.3% | $5,984-48.4% | $5,287-41.6% |
| Admin fee / account holder | $732 | $9,817-92.5% | $8,357-91.2% | $10,133-92.8% |