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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 | $56,324 | $107,733-47.7% | $92,985-39.4% | $154,746-63.6% |
| Participation rate | 84.6% | 74.6%+10.1pp | 69.5%+15.1pp | 80.7%+3.9pp |
| Annual return | 13.72% | 30.39%-16.7pp | 27.99%-14.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,900 | $3,126-39.2% | $2,662-28.6% | $4,379-56.6% |
| Participant deferral / active EE | $5,311 | $5,053+5.1% | $4,377+21.4% | $6,730-21.1% |
| Admin fee / account holder | $9,909 | $11,369-12.8% | $9,463+4.7% | $14,365-31.0% |