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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 | $31,009 | $215,361-85.6% | $171,082-81.9% | $273,972-88.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 76.7%+11.5pp | 83.0%+5.2pp |
| Annual return | 8.84% | 25.14%-16.3pp | 32.56%-23.7pp | 41.46%-32.6pp |
| Employer contribution / active EE | $6,319 | $4,967+27.2% | $4,002+57.9% | $4,869+29.8% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $767 | $10,846-92.9% | $8,520-91.0% | $10,133-92.4% |