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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 | $59,546 | $136,860-56.5% | $120,344-50.5% | $154,746-61.5% |
| Participation rate | 88.2% | 79.9%+8.3pp | 76.7%+11.5pp | 80.7%+7.5pp |
| Annual return | 17.69% | 21.38%-3.7pp | 20.30%-2.6pp | 172.34%-154.6pp |
| Employer contribution / active EE | $3,943 | $3,533+11.6% | $3,020+30.6% | $4,379-10.0% |
| Participant deferral / active EE | $10,776 | $5,793+86.0% | $5,135+109.9% | $6,730+60.1% |
| Admin fee / account holder | $2,770 | $15,393-82.0% | $12,742-78.3% | $14,365-80.7% |