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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 | $89,010 | $181,896-51.1% | $156,551-43.1% | $273,972-67.5% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 5.73% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $5,933 | $6,248-5.0% | $5,501+7.8% | $4,869+21.9% |
| Participant deferral / active EE | $10,711 | $5,550+93.0% | $4,871+119.9% | $5,287+102.6% |
| Admin fee / account holder | $943 | $15,560-93.9% | $13,028-92.8% | $10,133-90.7% |