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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 | $51,199 | $223,823-77.1% | $211,142-75.8% | $154,746-66.9% |
| Participation rate | 92.3% | 87.9%+4.5pp | 87.3%+5.0pp | 80.7%+11.6pp |
| Annual return | 20.80% | 50.39%-29.6pp | 46.84%-26.0pp | 172.34%-151.5pp |
| Employer contribution / active EE | $5,132 | $6,787-24.4% | $6,442-20.3% | $4,379+17.2% |
| Participant deferral / active EE | $9,541 | $9,750-2.2% | $9,284+2.8% | $6,730+41.8% |
| Admin fee / account holder | $1,373 | $19,707-93.0% | $19,076-92.8% | $14,365-90.4% |