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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 | $81,053 | $135,956-40.4% | $123,894-34.6% | $273,972-70.4% |
| Participation rate | 95.5% | 84.1%+11.4pp | 81.4%+14.0pp | 83.0%+12.4pp |
| Annual return | 4.83% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,246 | $5,170-75.9% | $4,617-73.0% | $4,869-74.4% |
| Participant deferral / active EE | $9,083 | $6,343+43.2% | $5,984+51.8% | $5,287+71.8% |
| Admin fee / account holder | $5,204 | $9,817-47.0% | $8,357-37.7% | $10,133-48.6% |