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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 | $63,738 | $155,555-59.0% | $146,866-56.6% | $155,188-58.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 20.50% | 115.41%-94.9pp | 102.85%-82.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $4,940 | $4,647+6.3% | $4,425+11.6% | $4,248+16.3% |
| Participant deferral / active EE | $9,699 | $8,044+20.6% | $7,759+25.0% | $6,531+48.5% |
| Admin fee / account holder | $1,135 | $14,755-92.3% | $13,620-91.7% | $14,480-92.2% |