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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 | $123,898-46.9% | $116,538-43.6% | $155,188-57.6% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.6%+9.7pp | 80.8%+11.5pp |
| Annual return | 19.42% | 16.04%+3.4pp | 17.97%+1.5pp | 148.84%-129.4pp |
| Employer contribution / active EE | $5,175 | $4,739+9.2% | $4,541+14.0% | $4,248+21.8% |
| Participant deferral / active EE | $12,299 | $6,400+92.2% | $6,207+98.1% | $6,531+88.3% |
| Admin fee / account holder | $7,212 | $9,174-21.4% | $8,737-17.5% | $14,480-50.2% |