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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 | $34,201 | $135,956-74.8% | $123,894-72.4% | $273,972-87.5% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 3.81% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $7,188 | $5,170+39.0% | $4,617+55.7% | $4,869+47.6% |
| Participant deferral / active EE | $6,537 | $6,343+3.1% | $5,984+9.2% | $5,287+23.6% |
| Admin fee / account holder | $508 | $9,817-94.8% | $8,357-93.9% | $10,133-95.0% |