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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 | $70,848 | $155,555-54.5% | $146,866-51.8% | $155,188-54.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 18.91% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $5,482 | $4,647+18.0% | $4,425+23.9% | $4,248+29.1% |
| Participant deferral / active EE | $12,504 | $8,044+55.4% | $7,759+61.1% | $6,531+91.4% |
| Admin fee / account holder | $7,658 | $14,755-48.1% | $13,620-43.8% | $14,480-47.1% |