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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 | $54,071 | $80,992-33.2% | $96,534-44.0% | $75,173-28.1% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 13.66% | 27.05%-13.4pp | 25.88%-12.2pp | 160.72%-147.1pp |
| Employer contribution / active EE | $2,406 | $2,283+5.4% | $2,965-18.9% | $2,671-9.9% |
| Participant deferral / active EE | $4,031 | $3,929+2.6% | $4,851-16.9% | $4,126-2.3% |
| Admin fee / account holder | $8,224 | $6,717+22.4% | $8,253-0.3% | $5,651+45.6% |