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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 | $201,344-65.7% | $184,243-62.5% | $145,877-52.6% |
| Participation rate | 91.3% | 87.5%+3.8pp | 86.8%+4.5pp | 80.3%+11.0pp |
| Annual return | 23.65% | 29.01%-5.4pp | 28.82%-5.2pp | 551.28%-527.6pp |
| Employer contribution / active EE | $3,749 | $7,022-46.6% | $6,427-41.7% | $4,663-19.6% |
| Participant deferral / active EE | $9,938 | $9,807+1.3% | $9,132+8.8% | $6,691+48.5% |
| Admin fee / account holder | $18,778 | $16,382+14.6% | $13,914+35.0% | $13,402+40.1% |