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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 | $73,614 | $201,344-63.4% | $184,243-60.0% | $145,877-49.5% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 27.24% | 29.01%-1.8pp | 28.82%-1.6pp | 551.28%-524.0pp |
| Employer contribution / active EE | $3,652 | $7,022-48.0% | $6,427-43.2% | $4,663-21.7% |
| Participant deferral / active EE | $11,815 | $9,807+20.5% | $9,132+29.4% | $6,691+76.6% |
| Admin fee / account holder | $9,678 | $16,382-40.9% | $13,914-30.4% | $13,402-27.8% |