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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 | $25,841 | $135,956-81.0% | $123,894-79.1% | $273,972-90.6% |
| Participation rate | 94.7% | 84.1%+10.7pp | 81.4%+13.3pp | 83.0%+11.7pp |
| Annual return | 11.39% | 56.63%-45.2pp | 47.52%-36.1pp | 41.46%-30.1pp |
| Employer contribution / active EE | $5,667 | $5,170+9.6% | $4,617+22.8% | $4,869+16.4% |
| Participant deferral / active EE | $9,870 | $6,343+55.6% | $5,984+64.9% | $5,287+86.7% |
| Admin fee / account holder | $7,038 | $9,817-28.3% | $8,357-15.8% | $10,133-30.5% |