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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 | $210,908-61.8% | $153,643-47.5% | $145,884-44.7% |
| Participation rate | 93.8% | 82.1%+11.6pp | 77.1%+16.7pp | 80.3%+13.4pp |
| Annual return | 12.87% | 13.46%-0.6pp | 15.71%-2.8pp | 551.85%-539.0pp |
| Employer contribution / active EE | $6,661 | $6,055+10.0% | $5,039+32.2% | $4,662+42.9% |
| Participant deferral / active EE | $7,707 | $7,976-3.4% | $6,754+14.1% | $6,690+15.2% |
| Admin fee / account holder | $847 | $19,477-95.7% | $12,739-93.4% | $13,392-93.7% |