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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 | $56,372 | $106,974-47.3% | $90,796-37.9% | $138,895-59.4% |
| Participation rate | 95.7% | 74.9%+20.8pp | 69.5%+26.2pp | 79.9%+15.7pp |
| Annual return | 12.30% | 20.10%-7.8pp | 19.29%-7.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,470 | $2,609-5.3% | $2,294+7.7% | $4,194-41.1% |
| Participant deferral / active EE | $4,031 | $4,455-9.5% | $3,822+5.5% | $6,396-37.0% |
| Admin fee / account holder | $17,499 | $8,626+102.9% | $7,024+149.1% | $12,562+39.3% |