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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 | $117,831 | $167,522-29.7% | $151,639-22.3% | $134,532-12.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | 8.34% | 7.81%+0.5pp | 3.34%+5.0pp | 418.27%-409.9pp |
| Employer contribution / active EE | $22,231 | $6,828+225.6% | $6,165+260.6% | $4,741+368.9% |
| Participant deferral / active EE | $13,789 | $8,986+53.4% | $8,363+64.9% | $6,401+115.4% |
| Admin fee / account holder | $2,709 | $13,780-80.3% | $11,613-76.7% | $11,429-76.3% |