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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 | $201,370-53.2% | $184,256-48.9% | $145,897-35.4% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 12.10% | 29.05%-16.9pp | 28.85%-16.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $7,022 | $7,0240% | $6,427+9.3% | $4,663+50.6% |
| Participant deferral / active EE | $10,792 | $9,808+10.0% | $9,133+18.2% | $6,689+61.3% |
| Admin fee / account holder | $4,917 | $16,364-70.0% | $13,899-64.6% | $13,390-63.3% |