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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 | $211,239-58.8% | $178,528-51.2% | $145,877-40.3% |
| Participation rate | 78.3% | 80.8%-2.5pp | 77.1%+1.2pp | 80.3%-2.0pp |
| Annual return | 33.29% | 30.22%+3.1pp | 27.11%+6.2pp | 551.28%-518.0pp |
| Employer contribution / active EE | $4,239 | $4,570-7.2% | $3,950+7.3% | $4,663-9.1% |
| Participant deferral / active EE | $10,389 | $6,963+49.2% | $6,278+65.5% | $6,691+55.3% |
| Admin fee / account holder | $22,333 | $12,095+84.7% | $10,419+114.4% | $13,402+66.6% |