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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 | $30,307 | $107,666-71.9% | $102,184-70.3% | $154,746-80.4% |
| Participation rate | 90.0% | 83.7%+6.3pp | 82.6%+7.4pp | 80.7%+9.3pp |
| Annual return | 30.97% | 29.33%+1.6pp | 31.58%-0.6pp | 172.34%-141.4pp |
| Employer contribution / active EE | $7,053 | $3,846+83.4% | $3,594+96.3% | $4,379+61.1% |
| Participant deferral / active EE | $7,501 | $8,719-14.0% | $8,309-9.7% | $6,730+11.5% |
| Admin fee / account holder | $855 | $12,943-93.4% | $11,609-92.6% | $14,365-94.0% |