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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 | $68,832 | $138,312-50.2% | $122,979-44.0% | $155,188-55.6% |
| Participation rate | 95.5% | 80.2%+15.3pp | 77.2%+18.3pp | 80.8%+14.7pp |
| Annual return | 15.45% | 22.06%-6.6pp | 20.12%-4.7pp | 148.84%-133.4pp |
| Employer contribution / active EE | $2,813 | $3,530-20.3% | $3,062-8.2% | $4,248-33.8% |
| Participant deferral / active EE | $8,979 | $5,592+60.6% | $5,003+79.5% | $6,531+37.5% |
| Admin fee / account holder | $25,306 | $15,089+67.7% | $12,864+96.7% | $14,480+74.8% |