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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 | $97,289-47.4% | $92,805-44.9% | $155,188-67.0% |
| Participation rate | 92.3% | 84.2%+8.1pp | 83.5%+8.8pp | 80.8%+11.5pp |
| Annual return | 17.15% | 29.03%-11.9pp | 31.59%-14.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $6,359 | $3,632+75.1% | $3,424+85.7% | $4,248+49.7% |
| Participant deferral / active EE | $13,747 | $8,795+56.3% | $8,448+62.7% | $6,531+110.5% |
| Admin fee / account holder | $13,636 | $12,015+13.5% | $10,911+25.0% | $14,480-5.8% |