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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 | $38,564 | $97,289-60.4% | $92,805-58.4% | $155,188-75.2% |
| Participation rate | 86.7% | 84.2%+2.5pp | 83.5%+3.2pp | 80.8%+5.9pp |
| Annual return | 13.78% | 29.03%-15.3pp | 31.59%-17.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $5,692 | $3,632+56.7% | $3,424+66.2% | $4,248+34.0% |
| Participant deferral / active EE | $6,985 | $8,795-20.6% | $8,448-17.3% | $6,531+6.9% |
| Admin fee / account holder | $26,315 | $12,015+119.0% | $10,911+141.2% | $14,480+81.7% |