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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 | $76,784 | $165,381-53.6% | $149,730-48.7% | $158,966-51.7% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 26.95% | 348.29%-321.3pp | 276.70%-249.7pp | 302.95%-276.0pp |
| Employer contribution / active EE | $5,542 | $5,104+8.6% | $4,645+19.3% | $4,762+16.4% |
| Participant deferral / active EE | $9,028 | $7,182+25.7% | $6,843+31.9% | $5,983+50.9% |
| Admin fee / account holder | $3,287 | $10,809-69.6% | $9,310-64.7% | $11,250-70.8% |