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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 | $95,418 | $135,956-29.8% | $123,894-23.0% | $273,972-65.2% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 7.31% | 56.63%-49.3pp | 47.52%-40.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,681 | $5,170-67.5% | $4,617-63.6% | $4,869-65.5% |
| Participant deferral / active EE | $4,275 | $6,343-32.6% | $5,984-28.6% | $5,287-19.2% |
| Admin fee / account holder | $1,157 | $9,817-88.2% | $8,357-86.2% | $10,133-88.6% |