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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 | $69,392 | $135,905-48.9% | $126,068-45.0% | $198,609-65.1% |
| Participation rate | 90.9% | 85.6%+5.3pp | 84.7%+6.2pp | 82.4%+8.5pp |
| Annual return | 20.86% | 14.07%+6.8pp | 15.01%+5.8pp | 202.70%-181.8pp |
| Employer contribution / active EE | $4,040 | $4,245-4.8% | $3,968+1.8% | $5,055-20.1% |
| Participant deferral / active EE | $6,252 | $8,523-26.7% | $8,214-23.9% | $6,977-10.4% |
| Admin fee / account holder | $4,067 | $21,036-80.7% | $18,264-77.7% | $19,030-78.6% |