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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 | $80,651 | $210,510-61.7% | $153,500-47.5% | $145,877-44.7% |
| Participation rate | 93.8% | 82.1%+11.6pp | 77.1%+16.7pp | 80.3%+13.4pp |
| Annual return | 12.87% | 13.45%-0.6pp | 15.70%-2.8pp | 551.28%-538.4pp |
| Employer contribution / active EE | $6,661 | $6,052+10.1% | $5,039+32.2% | $4,663+42.8% |
| Participant deferral / active EE | $7,707 | $7,974-3.3% | $6,756+14.1% | $6,691+15.2% |
| Admin fee / account holder | $847 | $19,455-95.6% | $12,736-93.4% | $13,402-93.7% |