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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 | $69,154 | $201,370-65.7% | $184,256-62.5% | $145,897-52.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 23.65% | 29.05%-5.4pp | 28.85%-5.2pp | 552.29%-528.6pp |
| Employer contribution / active EE | $3,749 | $7,024-46.6% | $6,427-41.7% | $4,663-19.6% |
| Participant deferral / active EE | $9,938 | $9,808+1.3% | $9,133+8.8% | $6,689+48.6% |
| Admin fee / account holder | $18,778 | $16,364+14.8% | $13,899+35.1% | $13,390+40.2% |