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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 | $74,959 | $135,956-44.9% | $123,894-39.5% | $273,972-72.6% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 5.41% | 56.63%-51.2pp | 47.52%-42.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $10,272 | $5,170+98.7% | $4,617+122.5% | $4,869+111.0% |
| Participant deferral / active EE | $6,621 | $6,343+4.4% | $5,984+10.6% | $5,287+25.2% |
| Admin fee / account holder | $599 | $9,817-93.9% | $8,357-92.8% | $10,133-94.1% |