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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 | $71,358 | $153,769-53.6% | $133,975-46.7% | $273,972-74.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 5.87% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,944 | $6,029-67.8% | $5,211-62.7% | $4,869-60.1% |
| Participant deferral / active EE | $11,138 | $6,958+60.1% | $6,282+77.3% | $5,287+110.7% |
| Admin fee / account holder | $38,034 | $11,765+223.3% | $9,324+307.9% | $10,133+275.4% |