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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 | $91,921 | $192,829-52.3% | $142,516-35.5% | $139,466-34.1% |
| Participation rate | 93.3% | 81.4%+11.9pp | 76.8%+16.6pp | 80.3%+13.0pp |
| Annual return | 18.26% | 17.99%+0.3pp | 19.99%-1.7pp | 373.66%-355.4pp |
| Employer contribution / active EE | $5,958 | $5,808+2.6% | $4,849+22.9% | $4,754+25.3% |
| Participant deferral / active EE | $8,552 | $7,200+18.8% | $6,280+36.2% | $6,712+27.4% |
| Admin fee / account holder | $752 | $15,120-95.0% | $10,008-92.5% | $11,409-93.4% |