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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 | $43,433 | $135,956-68.1% | $123,894-64.9% | $273,972-84.1% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 5.50% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $6,821 | $5,170+31.9% | $4,617+47.7% | $4,869+40.1% |
| Participant deferral / active EE | $12,473 | $6,343+96.6% | $5,984+108.4% | $5,287+135.9% |
| Admin fee / account holder | $9,199 | $9,817-6.3% | $8,357+10.1% | $10,133-9.2% |