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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 | $56,045 | $77,814-28.0% | $158,223-64.6% | $86,983-35.6% |
| Participation rate | 75.0% | 68.4%+6.6pp | 79.2%-4.2pp | 69.5%+5.5pp |
| Annual return | 27.29% | 30.54%-3.3pp | 52.09%-24.8pp | 25.83%+1.5pp |
| Employer contribution / active EE | $2,948 | $2,592+13.7% | $4,109-28.3% | $2,584+14.1% |
| Participant deferral / active EE | $7,165 | $3,270+119.1% | $5,467+31.1% | $4,194+70.8% |
| Admin fee / account holder | $13,003 | $5,879+121.2% | $16,047-19.0% | $7,856+65.5% |