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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 | $76,201 | $126,661-39.8% | $113,397-32.8% | $138,895-45.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 17.95% | 25.05%-7.1pp | 23.20%-5.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,474 | $3,456-28.4% | $2,977-16.9% | $4,194-41.0% |
| Participant deferral / active EE | $6,140 | $5,693+7.9% | $5,076+21.0% | $6,396-4.0% |
| Admin fee / account holder | $16,223 | $14,549+11.5% | $11,957+35.7% | $12,562+29.1% |