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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 | $41,531 | $210,510-80.3% | $153,500-72.9% | $145,877-71.5% |
| Participation rate | 84.6% | 82.1%+2.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 11.80% | 13.45%-1.7pp | 15.70%-3.9pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,240 | $6,052-46.5% | $5,039-35.7% | $4,663-30.5% |
| Participant deferral / active EE | $9,752 | $7,974+22.3% | $6,756+44.3% | $6,691+45.8% |
| Admin fee / account holder | $11,924 | $19,455-38.7% | $12,736-6.4% | $13,402-11.0% |