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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 | $56,966 | $135,956-58.1% | $123,894-54.0% | $273,972-79.2% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 6.37% | 56.63%-50.3pp | 47.52%-41.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,444 | $5,170-72.1% | $4,617-68.7% | $4,869-70.4% |
| Participant deferral / active EE | $5,311 | $6,343-16.3% | $5,984-11.2% | $5,287+0.5% |
| Admin fee / account holder | $2,478 | $9,817-74.8% | $8,357-70.4% | $10,133-75.5% |