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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 | $97,730 | $199,109-50.9% | $173,730-43.7% | $154,746-36.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 14.70% | 20.02%-5.3pp | 19.96%-5.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $7,168 | $5,311+35.0% | $4,577+56.6% | $4,379+63.7% |
| Participant deferral / active EE | $3,778 | $7,113-46.9% | $6,326-40.3% | $6,730-43.9% |
| Admin fee / account holder | $1,584 | $20,916-92.4% | $17,523-91.0% | $14,365-89.0% |