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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 | $94,237 | $201,344-53.2% | $184,243-48.9% | $145,877-35.4% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 12.10% | 29.01%-16.9pp | 28.82%-16.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $7,022 | $7,0220% | $6,427+9.3% | $4,663+50.6% |
| Participant deferral / active EE | $10,792 | $9,807+10.0% | $9,132+18.2% | $6,691+61.3% |
| Admin fee / account holder | $4,917 | $16,382-70.0% | $13,914-64.7% | $13,402-63.3% |