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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 | $102,600 | $135,956-24.5% | $123,894-17.2% | $273,972-62.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 5.83% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $850 | $5,170-83.6% | $4,617-81.6% | $4,869-82.5% |
| Participant deferral / active EE | $2,730 | $6,343-57.0% | $5,984-54.4% | $5,287-48.4% |
| Admin fee / account holder | $442 | $9,817-95.5% | $8,357-94.7% | $10,133-95.6% |