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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 | $53,645 | $136,860-60.8% | $120,344-55.4% | $154,746-65.3% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 19.77% | 21.38%-1.6pp | 20.30%-0.5pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,798 | $3,533+7.5% | $3,020+25.8% | $4,379-13.3% |
| Participant deferral / active EE | $6,490 | $5,793+12.0% | $5,135+26.4% | $6,730-3.6% |
| Admin fee / account holder | $2,094 | $15,393-86.4% | $12,742-83.6% | $14,365-85.4% |