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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 | $43,322 | $135,956-68.1% | $123,894-65.0% | $273,972-84.2% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 9.67% | 56.63%-47.0pp | 47.52%-37.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,577 | $5,170-50.2% | $4,617-44.2% | $4,869-47.1% |
| Participant deferral / active EE | $6,173 | $6,343-2.7% | $5,984+3.2% | $5,287+16.8% |
| Admin fee / account holder | $1,682 | $9,817-82.9% | $8,357-79.9% | $10,133-83.4% |