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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 | $72,618 | $135,956-46.6% | $123,894-41.4% | $273,972-73.5% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 12.71% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $2,337 | $5,170-54.8% | $4,617-49.4% | $4,869-52.0% |
| Participant deferral / active EE | $5,493 | $6,343-13.4% | $5,984-8.2% | $5,287+3.9% |
| Admin fee / account holder | $304 | $9,817-96.9% | $8,357-96.4% | $10,133-97.0% |