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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 | $68,218 | $135,956-49.8% | $123,894-44.9% | $273,972-75.1% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 7.36% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $2,162 | $5,170-58.2% | $4,617-53.2% | $4,869-55.6% |
| Participant deferral / active EE | $4,204 | $6,343-33.7% | $5,984-29.8% | $5,287-20.5% |
| Admin fee / account holder | $3,435 | $9,817-65.0% | $8,357-58.9% | $10,133-66.1% |