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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 | $38,800 | $153,769-74.8% | $133,975-71.0% | $273,972-85.8% |
| Participation rate | 92.9% | 88.4%+4.5pp | 87.1%+5.8pp | 83.0%+9.8pp |
| Annual return | 9.22% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.2pp |
| Employer contribution / active EE | $3,035 | $6,029-49.7% | $5,211-41.8% | $4,869-37.7% |
| Participant deferral / active EE | $5,468 | $6,958-21.4% | $6,282-13.0% | $5,287+3.4% |
| Admin fee / account holder | $579 | $11,765-95.1% | $9,324-93.8% | $10,133-94.3% |