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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 | $29,683 | $135,956-78.2% | $123,894-76.0% | $273,972-89.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 13.15% | 56.63%-43.5pp | 47.52%-34.4pp | 41.46%-28.3pp |
| Employer contribution / active EE | $4,073 | $5,170-21.2% | $4,617-11.8% | $4,869-16.3% |
| Participant deferral / active EE | $8,037 | $6,343+26.7% | $5,984+34.3% | $5,287+52.0% |
| Admin fee / account holder | $730 | $9,817-92.6% | $8,357-91.3% | $10,133-92.8% |