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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 | $81,456 | $135,956-40.1% | $123,894-34.3% | $273,972-70.3% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.74% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,451 | $5,170-71.9% | $4,617-68.6% | $4,869-70.2% |
| Participant deferral / active EE | $6,170 | $6,343-2.7% | $5,984+3.1% | $5,287+16.7% |
| Admin fee / account holder | $366 | $9,817-96.3% | $8,357-95.6% | $10,133-96.4% |