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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 | $59,007 | $76,564-22.9% | $105,582-44.1% | $94,015-37.2% |
| Participation rate | 76.5% | 65.2%+11.3pp | 71.8%+4.7pp | 70.8%+5.6pp |
| Annual return | 20.24% | 20.69%-0.5pp | 18.61%+1.6pp | 17.84%+2.4pp |
| Employer contribution / active EE | $3,162 | $1,995+58.5% | $2,984+6.0% | $2,790+13.3% |
| Participant deferral / active EE | $7,021 | $3,320+111.5% | $4,353+61.3% | $4,249+65.2% |
| Admin fee / account holder | $13,974 | $7,129+96.0% | $12,856+8.7% | $8,951+56.1% |