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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 | $73,268 | $254,759-71.2% | $216,567-66.2% | $198,609-63.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 81.6%+10.7pp | 82.4%+9.9pp |
| Annual return | 22.61% | 10.04%+12.6pp | 12.94%+9.7pp | 202.70%-180.1pp |
| Employer contribution / active EE | $17,888 | $6,096+193.4% | $5,216+243.0% | $5,055+253.8% |
| Participant deferral / active EE | $4,224 | $6,948-39.2% | $6,191-31.8% | $6,977-39.5% |
| Admin fee / account holder | $4,337 | $26,311-83.5% | $21,981-80.3% | $19,030-77.2% |