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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 | $59,364 | $153,769-61.4% | $133,975-55.7% | $273,972-78.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 9.08% | 36.51%-27.4pp | 29.29%-20.2pp | 41.46%-32.4pp |
| Employer contribution / active EE | $6,737 | $6,029+11.7% | $5,211+29.3% | $4,869+38.4% |
| Participant deferral / active EE | $4,156 | $6,958-40.3% | $6,282-33.8% | $5,287-21.4% |
| Admin fee / account holder | $812 | $11,765-93.1% | $9,324-91.3% | $10,133-92.0% |