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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 | $33,429 | $184,014-81.8% | $161,149-79.3% | $138,895-75.9% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 23.96% | 21.52%+2.4pp | 21.16%+2.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $7,443 | $5,055+47.2% | $4,360+70.7% | $4,194+77.5% |
| Participant deferral / active EE | $3,172 | $6,909-54.1% | $6,153-48.4% | $6,396-50.4% |
| Admin fee / account holder | $1,054 | $18,027-94.2% | $15,194-93.1% | $12,562-91.6% |