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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 | $138,312-58.8% | $122,979-53.6% | $155,188-63.2% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 16.09% | 22.06%-6.0pp | 20.12%-4.0pp | 148.84%-132.7pp |
| Employer contribution / active EE | $3,251 | $3,530-7.9% | $3,062+6.2% | $4,248-23.5% |
| Participant deferral / active EE | $7,604 | $5,592+36.0% | $5,003+52.0% | $6,531+16.4% |
| Admin fee / account holder | $18,046 | $15,089+19.6% | $12,864+40.3% | $14,480+24.6% |