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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 | $199,109-63.2% | $173,730-57.8% | $154,746-52.7% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 22.61% | 20.02%+2.6pp | 19.96%+2.7pp | 172.34%-149.7pp |
| Employer contribution / active EE | $17,888 | $5,311+236.8% | $4,577+290.8% | $4,379+308.5% |
| Participant deferral / active EE | $4,224 | $7,113-40.6% | $6,326-33.2% | $6,730-37.2% |
| Admin fee / account holder | $4,337 | $20,916-79.3% | $17,523-75.3% | $14,365-69.8% |