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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 | $51,585 | $138,312-62.7% | $122,979-58.1% | $155,188-66.8% |
| Participation rate | 91.7% | 80.2%+11.5pp | 77.2%+14.5pp | 80.8%+10.9pp |
| Annual return | 22.77% | 22.06%+0.7pp | 20.12%+2.7pp | 148.84%-126.1pp |
| Employer contribution / active EE | $3,753 | $3,530+6.3% | $3,062+22.5% | $4,248-11.7% |
| Participant deferral / active EE | $10,747 | $5,592+92.2% | $5,003+114.8% | $6,531+64.5% |
| Admin fee / account holder | $2,232 | $15,089-85.2% | $12,864-82.7% | $14,480-84.6% |