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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 | $199,109-81.8% | $173,730-79.2% | $154,746-76.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.6%+10.4pp | 80.7%+9.3pp |
| Annual return | 16.10% | 20.02%-3.9pp | 19.96%-3.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,187 | $5,311-58.8% | $4,577-52.2% | $4,379-50.1% |
| Participant deferral / active EE | $7,035 | $7,113-1.1% | $6,326+11.2% | $6,730+4.5% |
| Admin fee / account holder | $1,060 | $20,916-94.9% | $17,523-94.0% | $14,365-92.6% |