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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 | $109,746 | $153,769-28.6% | $133,975-18.1% | $273,972-59.9% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 11.31% | 36.51%-25.2pp | 29.29%-18.0pp | 41.46%-30.1pp |
| Employer contribution / active EE | $3,333 | $6,029-44.7% | $5,211-36.0% | $4,869-31.5% |
| Participant deferral / active EE | $7,232 | $6,958+3.9% | $6,282+15.1% | $5,287+36.8% |
| Admin fee / account holder | $607 | $11,765-94.8% | $9,324-93.5% | $10,133-94.0% |