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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 | $96,149 | $135,956-29.3% | $123,894-22.4% | $273,972-64.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 10.96% | 56.63%-45.7pp | 47.52%-36.6pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,926 | $5,170-62.7% | $4,617-58.3% | $4,869-60.4% |
| Participant deferral / active EE | $4,288 | $6,343-32.4% | $5,984-28.3% | $5,287-18.9% |
| Admin fee / account holder | $341 | $9,817-96.5% | $8,357-95.9% | $10,133-96.6% |