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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 | $48,114 | $181,896-73.5% | $156,551-69.3% | $273,972-82.4% |
| Participation rate | 92.9% | 88.4%+4.5pp | 84.0%+8.8pp | 83.0%+9.8pp |
| Annual return | 5.01% | 30.74%-25.7pp | 32.23%-27.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $6,623 | $6,248+6.0% | $5,501+20.4% | $4,869+36.0% |
| Participant deferral / active EE | $3,222 | $5,550-42.0% | $4,871-33.9% | $5,287-39.1% |
| Admin fee / account holder | $373 | $15,560-97.6% | $13,028-97.1% | $10,133-96.3% |