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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 | $213,785-76.5% | $185,441-72.9% | $155,188-67.6% |
| Participation rate | 95.2% | 83.2%+12.0pp | 80.3%+15.0pp | 80.8%+14.4pp |
| Annual return | 12.74% | 19.97%-7.2pp | 20.16%-7.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $6,204 | $5,393+15.0% | $4,672+32.8% | $4,248+46.0% |
| Participant deferral / active EE | $5,021 | $6,864-26.9% | $6,152-18.4% | $6,531-23.1% |
| Admin fee / account holder | $14,914 | $21,134-29.4% | $17,890-16.6% | $14,480+3.0% |