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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 | $55,941 | $215,361-74.0% | $171,082-67.3% | $273,972-79.6% |
| Participation rate | 84.6% | 82.0%+2.6pp | 76.7%+7.9pp | 83.0%+1.6pp |
| Annual return | 8.18% | 25.14%-17.0pp | 32.56%-24.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,261 | $4,967-34.4% | $4,002-18.5% | $4,869-33.0% |
| Participant deferral / active EE | $3,293 | $5,543-40.6% | $4,797-31.4% | $5,287-37.7% |
| Admin fee / account holder | $14,807 | $10,846+36.5% | $8,520+73.8% | $10,133+46.1% |