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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 | $44,827 | $135,956-67.0% | $123,894-63.8% | $273,972-83.6% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $6,889 | $5,170+33.3% | $4,617+49.2% | $4,869+41.5% |
| Participant deferral / active EE | $5,651 | $6,343-10.9% | $5,984-5.6% | $5,287+6.9% |
| Admin fee / account holder | $2,537 | $9,817-74.2% | $8,357-69.6% | $10,133-75.0% |