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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 | $47,029 | $135,956-65.4% | $123,894-62.0% | $273,972-82.8% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 9.28% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $4,178 | $5,170-19.2% | $4,617-9.5% | $4,869-14.2% |
| Participant deferral / active EE | $6,339 | $6,343-0.1% | $5,984+5.9% | $5,287+19.9% |
| Admin fee / account holder | $427 | $9,817-95.7% | $8,357-94.9% | $10,133-95.8% |