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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 | $56,665 | $181,896-68.8% | $156,551-63.8% | $273,972-79.3% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 5.72% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $6,758 | $6,248+8.2% | $5,501+22.8% | $4,869+38.8% |
| Participant deferral / active EE | $3,711 | $5,550-33.1% | $4,871-23.8% | $5,287-29.8% |
| Admin fee / account holder | $18,916 | $15,560+21.6% | $13,028+45.2% | $10,133+86.7% |