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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 | $62,880 | $135,956-53.7% | $123,894-49.2% | $273,972-77.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 10.33% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,145 | $5,170-58.5% | $4,617-53.5% | $4,869-55.9% |
| Participant deferral / active EE | $4,913 | $6,343-22.5% | $5,984-17.9% | $5,287-7.1% |
| Admin fee / account holder | $6,695 | $9,817-31.8% | $8,357-19.9% | $10,133-33.9% |