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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 | $29,112 | $136,307-78.6% | $106,619-72.7% | $273,972-89.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 78.0%+13.7pp | 83.0%+8.7pp |
| Annual return | 11.34% | 11.05%+0.3pp | 9.42%+1.9pp | 41.46%-30.1pp |
| Employer contribution / active EE | $5,478 | $5,190+5.5% | $3,947+38.8% | $4,869+12.5% |
| Participant deferral / active EE | $8,831 | $4,969+77.7% | $3,930+124.7% | $5,287+67.0% |
| Admin fee / account holder | $1,494 | $8,625-82.7% | $6,418-76.7% | $10,133-85.3% |