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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 | $40,843 | $135,956-70.0% | $123,894-67.0% | $273,972-85.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.75% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $8,863 | $5,170+71.4% | $4,617+92.0% | $4,869+82.0% |
| Participant deferral / active EE | $10,618 | $6,343+67.4% | $5,984+77.4% | $5,287+100.8% |
| Admin fee / account holder | $12,087 | $9,817+23.1% | $8,357+44.6% | $10,133+19.3% |