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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 | $49,385 | $135,956-63.7% | $123,894-60.1% | $273,972-82.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 11.11% | 56.63%-45.5pp | 47.52%-36.4pp | 41.46%-30.3pp |
| Employer contribution / active EE | $2,306 | $5,170-55.4% | $4,617-50.0% | $4,869-52.6% |
| Participant deferral / active EE | $9,222 | $6,343+45.4% | $5,984+54.1% | $5,287+74.4% |
| Admin fee / account holder | $464 | $9,817-95.3% | $8,357-94.5% | $10,133-95.4% |