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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 | $55,021 | $107,809-49.0% | $97,032-43.3% | $155,188-64.5% |
| Participation rate | 84.6% | 75.5%+9.1pp | 71.6%+13.0pp | 80.8%+3.8pp |
| Annual return | 31.80% | 38.06%-6.3pp | 35.38%-3.6pp | 148.84%-117.0pp |
| Employer contribution / active EE | $1,928 | $2,911-33.8% | $2,629-26.7% | $4,248-54.6% |
| Participant deferral / active EE | $7,228 | $5,129+40.9% | $4,672+54.7% | $6,531+10.7% |
| Admin fee / account holder | $11,395 | $10,717+6.3% | $9,418+21.0% | $14,480-21.3% |