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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 | $53,570 | $102,609-47.8% | $98,090-45.4% | $138,895-61.4% |
| Participation rate | 87.5% | 82.8%+4.7pp | 81.5%+6.0pp | 79.9%+7.6pp |
| Annual return | 14.61% | 36.44%-21.8pp | 37.05%-22.4pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,991 | $3,867+3.2% | $3,606+10.7% | $4,194-4.9% |
| Participant deferral / active EE | $7,458 | $8,167-8.7% | $7,845-4.9% | $6,396+16.6% |
| Admin fee / account holder | $17,772 | $11,434+55.4% | $11,815+50.4% | $12,562+41.5% |