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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 | $45,854 | $181,896-74.8% | $156,551-70.7% | $273,972-83.3% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 16.10% | 30.74%-14.6pp | 32.23%-16.1pp | 41.46%-25.4pp |
| Employer contribution / active EE | $10,044 | $6,248+60.8% | $5,501+82.6% | $4,869+106.3% |
| Participant deferral / active EE | $6,560 | $5,550+18.2% | $4,871+34.7% | $5,287+24.1% |
| Admin fee / account holder | $845 | $15,560-94.6% | $13,028-93.5% | $10,133-91.7% |