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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 | $66,265 | $254,759-74.0% | $216,567-69.4% | $198,609-66.6% |
| Participation rate | 91.7% | 84.5%+7.1pp | 81.6%+10.0pp | 82.4%+9.3pp |
| Annual return | 9.81% | 10.04%-0.2pp | 12.94%-3.1pp | 202.70%-192.9pp |
| Employer contribution / active EE | $2,093 | $6,096-65.7% | $5,216-59.9% | $5,055-58.6% |
| Participant deferral / active EE | $3,603 | $6,948-48.1% | $6,191-41.8% | $6,977-48.4% |
| Admin fee / account holder | $6,907 | $26,311-73.7% | $21,981-68.6% | $19,030-63.7% |