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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 | $61,526 | $155,555-60.4% | $146,866-58.1% | $155,188-60.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 14.58% | 115.41%-100.8pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $2,618 | $4,647-43.7% | $4,425-40.8% | $4,248-38.4% |
| Participant deferral / active EE | $4,921 | $8,044-38.8% | $7,759-36.6% | $6,531-24.7% |
| Admin fee / account holder | $11,074 | $14,755-24.9% | $13,620-18.7% | $14,480-23.5% |