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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 | $25,764 | $136,307-81.1% | $106,619-75.8% | $273,972-90.6% |
| Participation rate | 95.7% | 84.8%+10.9pp | 78.0%+17.7pp | 83.0%+12.6pp |
| Annual return | 13.94% | 11.05%+2.9pp | 9.42%+4.5pp | 41.46%-27.5pp |
| Employer contribution / active EE | $9,048 | $5,190+74.3% | $3,947+129.3% | $4,869+85.8% |
| Participant deferral / active EE | $2,016 | $4,969-59.4% | $3,930-48.7% | $5,287-61.9% |
| Admin fee / account holder | $317 | $8,625-96.3% | $6,418-95.1% | $10,133-96.9% |