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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 | $27,936 | $135,956-79.5% | $123,894-77.5% | $273,972-89.8% |
| Participation rate | 70.8% | 84.1%-13.2pp | 81.4%-10.6pp | 83.0%-12.2pp |
| Annual return | 9.62% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $5,955 | $5,170+15.2% | $4,617+29.0% | $4,869+22.3% |
| Participant deferral / active EE | $4,433 | $6,343-30.1% | $5,984-25.9% | $5,287-16.2% |
| Admin fee / account holder | $779 | $9,817-92.1% | $8,357-90.7% | $10,133-92.3% |