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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 | $52,746 | $135,956-61.2% | $123,894-57.4% | $273,972-80.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 9.34% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $3,053 | $5,170-41.0% | $4,617-33.9% | $4,869-37.3% |
| Participant deferral / active EE | $6,630 | $6,343+4.5% | $5,984+10.8% | $5,287+25.4% |
| Admin fee / account holder | $476 | $9,817-95.2% | $8,357-94.3% | $10,133-95.3% |