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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 | $56,399 | $135,956-58.5% | $123,894-54.5% | $273,972-79.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.79% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $5,537 | $5,170+7.1% | $4,617+19.9% | $4,869+13.7% |
| Participant deferral / active EE | $3,343 | $6,343-47.3% | $5,984-44.1% | $5,287-36.8% |
| Admin fee / account holder | $393 | $9,817-96.0% | $8,357-95.3% | $10,133-96.1% |