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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 | $57,044 | $136,860-58.3% | $120,344-52.6% | $154,746-63.1% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 16.09% | 21.38%-5.3pp | 20.30%-4.2pp | 172.34%-156.2pp |
| Employer contribution / active EE | $3,251 | $3,533-8.0% | $3,020+7.6% | $4,379-25.8% |
| Participant deferral / active EE | $7,604 | $5,793+31.3% | $5,135+48.1% | $6,730+13.0% |
| Admin fee / account holder | $18,046 | $15,393+17.2% | $12,742+41.6% | $14,365+25.6% |