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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 | $50,269 | $184,014-72.7% | $161,149-68.8% | $138,895-63.8% |
| Participation rate | 95.2% | 82.1%+13.2pp | 78.8%+16.4pp | 79.9%+15.3pp |
| Annual return | 12.74% | 21.52%-8.8pp | 21.16%-8.4pp | 145.39%-132.7pp |
| Employer contribution / active EE | $6,204 | $5,055+22.7% | $4,360+42.3% | $4,194+47.9% |
| Participant deferral / active EE | $5,021 | $6,909-27.3% | $6,153-18.4% | $6,396-21.5% |
| Admin fee / account holder | $14,914 | $18,027-17.3% | $15,194-1.8% | $12,562+18.7% |