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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 | $124,425-54.2% | $112,040-49.1% | $137,256-58.4% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 16.09% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,251 | $3,411-4.7% | $2,954+10.1% | $4,156-21.8% |
| Participant deferral / active EE | $7,604 | $5,718+33.0% | $5,098+49.2% | $6,407+18.7% |
| Admin fee / account holder | $18,046 | $15,207+18.7% | $12,098+49.2% | $12,270+47.1% |