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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 | $36,171 | $213,785-83.1% | $185,441-80.5% | $155,188-76.7% |
| Participation rate | 90.0% | 83.2%+6.8pp | 80.3%+9.7pp | 80.8%+9.2pp |
| Annual return | 16.10% | 19.97%-3.9pp | 20.16%-4.1pp | 148.84%-132.7pp |
| Employer contribution / active EE | $2,187 | $5,393-59.5% | $4,672-53.2% | $4,248-48.5% |
| Participant deferral / active EE | $7,035 | $6,864+2.5% | $6,152+14.4% | $6,531+7.7% |
| Admin fee / account holder | $1,060 | $21,134-95.0% | $17,890-94.1% | $14,480-92.7% |