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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 | $24,124 | $135,956-82.3% | $123,894-80.5% | $273,972-91.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,729 | $5,170-47.2% | $4,617-40.9% | $4,869-44.0% |
| Participant deferral / active EE | $7,073 | $6,343+11.5% | $5,984+18.2% | $5,287+33.8% |
| Admin fee / account holder | $782 | $9,817-92.0% | $8,357-90.6% | $10,133-92.3% |