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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 | $201,259-53.2% | $184,200-48.8% | $145,959-35.4% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 12.10% | 28.98%-16.9pp | 28.80%-16.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $7,022 | $7,018+0.1% | $6,424+9.3% | $4,661+50.7% |
| Participant deferral / active EE | $10,792 | $9,806+10.1% | $9,132+18.2% | $6,689+61.4% |
| Admin fee / account holder | $4,917 | $16,372-70.0% | $13,907-64.6% | $13,398-63.3% |