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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 | $59,036 | $135,956-56.6% | $123,894-52.3% | $273,972-78.5% |
| Participation rate | 91.3% | 84.1%+7.2pp | 81.4%+9.9pp | 83.0%+8.3pp |
| Annual return | 11.37% | 56.63%-45.3pp | 47.52%-36.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,453 | $5,170-71.9% | $4,617-68.5% | $4,869-70.2% |
| Participant deferral / active EE | $9,456 | $6,343+49.1% | $5,984+58.0% | $5,287+78.8% |
| Admin fee / account holder | $1,453 | $9,817-85.2% | $8,357-82.6% | $10,133-85.7% |