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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 | $114,361 | $254,759-55.1% | $216,567-47.2% | $198,609-42.4% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 6.54% | 10.04%-3.5pp | 12.94%-6.4pp | 202.70%-196.2pp |
| Employer contribution / active EE | $8,673 | $6,096+42.3% | $5,216+66.3% | $5,055+71.6% |
| Participant deferral / active EE | $7,827 | $6,948+12.7% | $6,191+26.4% | $6,977+12.2% |
| Admin fee / account holder | $2,249 | $26,311-91.5% | $21,981-89.8% | $19,030-88.2% |