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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 | $65,609 | $184,014-64.3% | $161,149-59.3% | $138,895-52.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.8%+11.2pp | 79.9%+10.1pp |
| Annual return | 20.96% | 21.52%-0.6pp | 21.16%-0.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $8,563 | $5,055+69.4% | $4,360+96.4% | $4,194+104.1% |
| Participant deferral / active EE | $5,250 | $6,909-24.0% | $6,153-14.7% | $6,396-17.9% |
| Admin fee / account holder | $1,061 | $18,027-94.1% | $15,194-93.0% | $12,562-91.6% |