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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 | $65,762 | $95,959-31.5% | $97,411-32.5% | $138,895-52.7% |
| Participation rate | 92.3% | 81.8%+10.5pp | 80.4%+11.9pp | 79.9%+12.4pp |
| Annual return | 19.42% | 29.30%-9.9pp | 34.72%-15.3pp | 145.39%-126.0pp |
| Employer contribution / active EE | $5,175 | $4,278+21.0% | $4,210+22.9% | $4,194+23.4% |
| Participant deferral / active EE | $12,299 | $5,876+109.3% | $5,886+109.0% | $6,396+92.3% |
| Admin fee / account holder | $7,212 | $7,555-4.5% | $7,145+0.9% | $12,562-42.6% |