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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 | $56,507 | $135,956-58.4% | $123,894-54.4% | $273,972-79.4% |
| Participation rate | 95.0% | 84.1%+10.9pp | 81.4%+13.6pp | 83.0%+12.0pp |
| Annual return | 7.13% | 56.63%-49.5pp | 47.52%-40.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $2,656 | $5,170-48.6% | $4,617-42.5% | $4,869-45.5% |
| Participant deferral / active EE | $5,122 | $6,343-19.2% | $5,984-14.4% | $5,287-3.1% |
| Admin fee / account holder | $961 | $9,817-90.2% | $8,357-88.5% | $10,133-90.5% |