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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 | $87,142 | $192,829-54.8% | $142,516-38.9% | $139,466-37.5% |
| Participation rate | 88.9% | 81.4%+7.4pp | 76.8%+12.1pp | 80.3%+8.6pp |
| Annual return | 22.88% | 17.99%+4.9pp | 19.99%+2.9pp | 373.66%-350.8pp |
| Employer contribution / active EE | $4,341 | $5,808-25.3% | $4,849-10.5% | $4,754-8.7% |
| Participant deferral / active EE | $9,752 | $7,200+35.4% | $6,280+55.3% | $6,712+45.3% |
| Admin fee / account holder | $4,164 | $15,120-72.5% | $10,008-58.4% | $11,409-63.5% |