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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 | $82,695 | $110,307-25.0% | $96,576-14.4% | $139,456-40.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 26.75% | 26.40%+0.4pp | 25.87%+0.9pp | 373.45%-346.7pp |
| Employer contribution / active EE | $1,364 | $3,619-62.3% | $2,965-54.0% | $4,753-71.3% |
| Participant deferral / active EE | $4,703 | $5,547-15.2% | $4,851-3.1% | $6,711-29.9% |
| Admin fee / account holder | $925 | $11,597-92.0% | $8,253-88.8% | $11,407-91.9% |