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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 | $210,343-80.3% | $153,476-72.9% | $145,978-71.5% |
| Participation rate | 84.6% | 82.1%+2.5pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 11.80% | 13.38%-1.6pp | 15.66%-3.9pp | 550.52%-538.7pp |
| Employer contribution / active EE | $3,240 | $6,047-46.4% | $5,038-35.7% | $4,662-30.5% |
| Participant deferral / active EE | $9,752 | $7,977+22.3% | $6,759+44.3% | $6,690+45.8% |
| Admin fee / account holder | $11,924 | $19,424-38.6% | $12,729-6.3% | $13,400-11.0% |