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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 | $201,370-63.4% | $184,256-60.0% | $145,897-49.5% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 27.24% | 29.05%-1.8pp | 28.85%-1.6pp | 552.29%-525.1pp |
| Employer contribution / active EE | $3,652 | $7,024-48.0% | $6,427-43.2% | $4,663-21.7% |
| Participant deferral / active EE | $11,815 | $9,808+20.5% | $9,133+29.4% | $6,689+76.6% |
| Admin fee / account holder | $9,678 | $16,364-40.9% | $13,899-30.4% | $13,390-27.7% |