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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 | $77,551 | $126,661-38.8% | $113,397-31.6% | $138,895-44.2% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.5%+10.2pp | 79.9%+6.7pp |
| Annual return | 13.39% | 25.05%-11.7pp | 23.20%-9.8pp | 145.39%-132.0pp |
| Employer contribution / active EE | $3,668 | $3,456+6.1% | $2,977+23.2% | $4,194-12.6% |
| Participant deferral / active EE | $6,312 | $5,693+10.9% | $5,076+24.3% | $6,396-1.3% |
| Admin fee / account holder | $52,986 | $14,549+264.2% | $11,957+343.1% | $12,562+321.8% |