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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 | $30,806 | $199,109-84.5% | $173,730-82.3% | $154,746-80.1% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 24.57% | 20.02%+4.6pp | 19.96%+4.6pp | 172.34%-147.8pp |
| Employer contribution / active EE | $3,924 | $5,311-26.1% | $4,577-14.3% | $4,379-10.4% |
| Participant deferral / active EE | $8,540 | $7,113+20.1% | $6,326+35.0% | $6,730+26.9% |
| Admin fee / account holder | $7,335 | $20,916-64.9% | $17,523-58.1% | $14,365-48.9% |