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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 | $44,301 | $135,956-67.4% | $123,894-64.2% | $273,970-83.8% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 66.78% | 56.63%+10.2pp | 47.52%+19.3pp | 41.46%+25.3pp |
| Employer contribution / active EE | $5,059 | $5,170-2.1% | $4,617+9.6% | $4,869+3.9% |
| Participant deferral / active EE | $5,375 | $6,343-15.3% | $5,984-10.2% | $5,287+1.7% |
| Admin fee / account holder | $675 | $9,817-93.1% | $8,357-91.9% | $10,132-93.3% |