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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 | $115,805 | $199,109-41.8% | $173,730-33.3% | $154,746-25.2% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 18.47% | 20.02%-1.5pp | 19.96%-1.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $8,980 | $5,311+69.1% | $4,577+96.2% | $4,379+105.1% |
| Participant deferral / active EE | $4,818 | $7,113-32.3% | $6,326-23.8% | $6,730-28.4% |
| Admin fee / account holder | $831 | $20,916-96.0% | $17,523-95.3% | $14,365-94.2% |