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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 | $211,105-58.7% | $178,449-51.2% | $145,978-40.3% |
| Participation rate | 78.3% | 80.8%-2.5pp | 77.1%+1.2pp | 80.3%-2.0pp |
| Annual return | 33.29% | 30.19%+3.1pp | 27.09%+6.2pp | 550.52%-517.2pp |
| Employer contribution / active EE | $4,239 | $4,569-7.2% | $3,951+7.3% | $4,662-9.1% |
| Participant deferral / active EE | $10,389 | $6,959+49.3% | $6,277+65.5% | $6,690+55.3% |
| Admin fee / account holder | $22,333 | $12,017+85.8% | $10,362+115.5% | $13,400+66.7% |