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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 | $104,158 | $140,592-25.9% | $123,106-15.4% | $125,388-16.9% |
| Participation rate | 92.9% | 88.2%+4.7pp | 86.8%+6.1pp | 83.2%+9.7pp |
| Annual return | 17.00% | 16.80%+0.2pp | 13.22%+3.8pp | 282.24%-265.2pp |
| Employer contribution / active EE | $7,811 | $6,041+29.3% | $5,151+51.6% | $4,866+60.5% |
| Participant deferral / active EE | $10,250 | $6,980+46.8% | $6,229+64.5% | $5,352+91.5% |
| Admin fee / account holder | $1,752 | $11,198-84.4% | $9,015-80.6% | $9,541-81.6% |