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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 | $50,106 | $99,345-49.6% | $84,753-40.9% | $273,972-81.7% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 12.69% | 22.93%-10.2pp | 22.78%-10.1pp | 41.46%-28.8pp |
| Employer contribution / active EE | $3,068 | $4,214-27.2% | $3,574-14.2% | $4,869-37.0% |
| Participant deferral / active EE | $8,921 | $4,270+108.9% | $3,712+140.3% | $5,287+68.7% |
| Admin fee / account holder | $966 | $6,645-85.5% | $5,333-81.9% | $10,133-90.5% |