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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 | $140,019 | $106,524+31.4% | $152,301-8.1% | $87,485+60.0% |
| Participation rate | 75.6% | 75.8%-0.1pp | 82.4%-6.8pp | 68.9%+6.7pp |
| Annual return | 30.44% | 26.89%+3.6pp | 80.50%-50.1pp | 26.06%+4.4pp |
| Employer contribution / active EE | $3,677 | $3,371+9.1% | $4,624-20.5% | $2,596+41.6% |
| Participant deferral / active EE | $11,788 | $6,525+80.7% | $8,004+47.3% | $4,274+175.8% |
| Admin fee / account holder | $1,764 | $8,287-78.7% | $14,398-87.7% | $7,775-77.3% |