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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 | $124,425-44.7% | $112,040-38.6% | $137,256-49.9% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 15.45% | 24.72%-9.3pp | 24.52%-9.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,813 | $3,411-17.6% | $2,954-4.8% | $4,156-32.3% |
| Participant deferral / active EE | $8,979 | $5,718+57.0% | $5,098+76.1% | $6,407+40.2% |
| Admin fee / account holder | $25,306 | $15,207+66.4% | $12,098+109.2% | $12,270+106.2% |