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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 | $39,946 | $181,896-78.0% | $156,551-74.5% | $273,972-85.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.35% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $2,285 | $6,248-63.4% | $5,501-58.5% | $4,869-53.1% |
| Participant deferral / active EE | $5,293 | $5,550-4.6% | $4,871+8.7% | $5,287+0.1% |
| Admin fee / account holder | $960 | $15,560-93.8% | $13,028-92.6% | $10,133-90.5% |