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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 | $115,063 | $87,834+31.0% | $133,975-14.1% | $62,881+83.0% |
| Participation rate | 91.5% | 83.4%+8.1pp | 87.1%+4.4pp | 69.3%+22.2pp |
| Annual return | 9.05% | 12.05%-3.0pp | 29.29%-20.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,900 | $3,482-45.4% | $5,211-63.5% | $2,281-16.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,874 | $5,372-27.9% | $9,324-58.5% | $4,296-9.8% |