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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 | $51,565 | $181,896-71.7% | $156,551-67.1% | $273,972-81.2% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 8.58% | 30.74%-22.2pp | 32.23%-23.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $3,762 | $6,248-39.8% | $5,501-31.6% | $4,869-22.7% |
| Participant deferral / active EE | $5,492 | $5,550-1.1% | $4,871+12.7% | $5,287+3.9% |
| Admin fee / account holder | $1,561 | $15,560-90.0% | $13,028-88.0% | $10,133-84.6% |