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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 | $136,860-61.3% | $120,344-56.0% | $154,746-65.8% |
| Participation rate | 94.7% | 79.9%+14.8pp | 76.7%+18.0pp | 80.7%+14.0pp |
| Annual return | 15.98% | 21.38%-5.4pp | 20.30%-4.3pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,934 | $3,533+11.4% | $3,020+30.3% | $4,379-10.2% |
| Participant deferral / active EE | $5,834 | $5,793+0.7% | $5,135+13.6% | $6,730-13.3% |
| Admin fee / account holder | $10,206 | $15,393-33.7% | $12,742-19.9% | $14,365-29.0% |