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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 | $31,406 | $135,956-76.9% | $123,894-74.7% | $273,972-88.5% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 11.78% | 56.63%-44.9pp | 47.52%-35.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,667 | $5,170-67.8% | $4,617-63.9% | $4,869-65.8% |
| Participant deferral / active EE | $4,066 | $6,343-35.9% | $5,984-32.1% | $5,287-23.1% |
| Admin fee / account holder | $487 | $9,817-95.0% | $8,357-94.2% | $10,133-95.2% |