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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 | $85,544 | $153,774-44.4% | $133,979-36.2% | $273,970-68.8% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 4.58% | 36.51%-31.9pp | 29.30%-24.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $8,827 | $6,029+46.4% | $5,211+69.4% | $4,869+81.3% |
| Participant deferral / active EE | $4,370 | $6,958-37.2% | $6,282-30.4% | $5,287-17.4% |
| Admin fee / account holder | $9,615 | $11,765-18.3% | $9,324+3.1% | $10,132-5.1% |