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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 | $118,480 | $199,109-40.5% | $173,730-31.8% | $154,746-23.4% |
| Participation rate | 93.3% | 82.8%+10.5pp | 79.6%+13.8pp | 80.7%+12.6pp |
| Annual return | 13.30% | 20.02%-6.7pp | 19.96%-6.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $4,062 | $5,311-23.5% | $4,577-11.3% | $4,379-7.2% |
| Participant deferral / active EE | $6,294 | $7,113-11.5% | $6,326-0.5% | $6,730-6.5% |
| Admin fee / account holder | $34,674 | $20,916+65.8% | $17,523+97.9% | $14,365+141.4% |