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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 | $45,102 | $135,956-66.8% | $123,894-63.6% | $273,972-83.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.59% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,124 | $5,170-58.9% | $4,617-54.0% | $4,869-56.4% |
| Participant deferral / active EE | $4,163 | $6,343-34.4% | $5,984-30.4% | $5,287-21.3% |
| Admin fee / account holder | $349 | $9,817-96.4% | $8,357-95.8% | $10,133-96.6% |