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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 | $87,109 | $211,224-58.8% | $178,505-51.2% | $145,897-40.3% |
| Participation rate | 78.3% | 80.8%-2.6pp | 77.1%+1.1pp | 80.3%-2.0pp |
| Annual return | 33.29% | 30.28%+3.0pp | 27.16%+6.1pp | 552.29%-519.0pp |
| Employer contribution / active EE | $4,239 | $4,577-7.4% | $3,955+7.2% | $4,663-9.1% |
| Participant deferral / active EE | $10,389 | $6,966+49.1% | $6,280+65.4% | $6,689+55.3% |
| Admin fee / account holder | $22,333 | $12,109+84.4% | $10,428+114.2% | $13,390+66.8% |