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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 | $51,159 | $102,609-50.1% | $98,090-47.8% | $138,895-63.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 81.5%+10.8pp | 79.9%+12.4pp |
| Annual return | 17.15% | 36.44%-19.3pp | 37.05%-19.9pp | 145.39%-128.2pp |
| Employer contribution / active EE | $6,359 | $3,867+64.4% | $3,606+76.3% | $4,194+51.6% |
| Participant deferral / active EE | $13,747 | $8,167+68.3% | $7,845+75.2% | $6,396+114.9% |
| Admin fee / account holder | $13,636 | $11,434+19.3% | $11,815+15.4% | $12,562+8.5% |