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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 | $42,101 | $135,956-69.0% | $123,894-66.0% | $273,972-84.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.91% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $4,275 | $5,170-17.3% | $4,617-7.4% | $4,869-12.2% |
| Participant deferral / active EE | $9,724 | $6,343+53.3% | $5,984+62.5% | $5,287+83.9% |
| Admin fee / account holder | $472 | $9,817-95.2% | $8,357-94.4% | $10,133-95.3% |