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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 | $83,050 | $135,956-38.9% | $123,894-33.0% | $273,972-69.7% |
| Participation rate | 95.7% | 84.1%+11.6pp | 81.4%+14.2pp | 83.0%+12.6pp |
| Annual return | 10.29% | 56.63%-46.3pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $9,567 | $5,170+85.1% | $4,617+107.2% | $4,869+96.5% |
| Participant deferral / active EE | $7,618 | $6,343+20.1% | $5,984+27.3% | $5,287+44.1% |
| Admin fee / account holder | $2,205 | $9,817-77.5% | $8,357-73.6% | $10,133-78.2% |