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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 | $71,134 | $136,860-48.0% | $120,344-40.9% | $154,746-54.0% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.7%+18.3pp | 80.7%+14.3pp |
| Annual return | 19.39% | 21.38%-2.0pp | 20.30%-0.9pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,351 | $3,533+23.2% | $3,020+44.1% | $4,379-0.6% |
| Participant deferral / active EE | $8,912 | $5,793+53.8% | $5,135+73.6% | $6,730+32.4% |
| Admin fee / account holder | $1,764 | $15,393-88.5% | $12,742-86.2% | $14,365-87.7% |