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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 | $50,517 | $118,496-57.4% | $98,461-48.7% | $139,466-63.8% |
| Participation rate | 86.7% | 77.5%+9.2pp | 75.2%+11.5pp | 80.3%+6.3pp |
| Annual return | 23.36% | 18.96%+4.4pp | 21.17%+2.2pp | 373.66%-350.3pp |
| Employer contribution / active EE | $5,032 | $3,611+39.4% | $3,049+65.1% | $4,754+5.8% |
| Participant deferral / active EE | $11,761 | $5,393+118.1% | $4,738+148.2% | $6,712+75.2% |
| Admin fee / account holder | $4,769 | $14,056-66.1% | $8,961-46.8% | $11,409-58.2% |