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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 | $52,956 | $124,425-57.4% | $112,040-52.7% | $137,256-61.4% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.5%+18.2pp | 80.0%+14.8pp |
| Annual return | 15.98% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,934 | $3,411+15.3% | $2,954+33.2% | $4,156-5.3% |
| Participant deferral / active EE | $5,834 | $5,718+2.0% | $5,098+14.4% | $6,407-8.9% |
| Admin fee / account holder | $10,206 | $15,207-32.9% | $12,098-15.6% | $12,270-16.8% |