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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 | $57,479 | $135,956-57.7% | $123,894-53.6% | $273,972-79.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 81.4%+8.6pp | 83.0%+7.0pp |
| Annual return | 6.73% | 56.63%-49.9pp | 47.52%-40.8pp | 41.46%-34.7pp |
| Employer contribution / active EE | $11,787 | $5,170+128.0% | $4,617+155.3% | $4,869+142.1% |
| Participant deferral / active EE | $8,753 | $6,343+38.0% | $5,984+46.3% | $5,287+65.5% |
| Admin fee / account holder | $530 | $9,817-94.6% | $8,357-93.7% | $10,133-94.8% |