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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 | $44,932 | $135,956-67.0% | $123,894-63.7% | $273,972-83.6% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 10.71% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $5,128 | $5,170-0.8% | $4,617+11.1% | $4,869+5.3% |
| Participant deferral / active EE | $9,148 | $6,343+44.2% | $5,984+52.9% | $5,287+73.0% |
| Admin fee / account holder | $2,024 | $9,817-79.4% | $8,357-75.8% | $10,133-80.0% |