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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 | $52,291 | $136,860-61.8% | $120,344-56.5% | $154,746-66.2% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 20.84% | 21.38%-0.5pp | 20.30%+0.5pp | 172.34%-151.5pp |
| Employer contribution / active EE | $4,406 | $3,533+24.7% | $3,020+45.9% | $4,379+0.6% |
| Participant deferral / active EE | $9,336 | $5,793+61.1% | $5,135+81.8% | $6,730+38.7% |
| Admin fee / account holder | $4,686 | $15,393-69.6% | $12,742-63.2% | $14,365-67.4% |