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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 | $97,960 | $124,330-21.2% | $109,173-10.3% | $167,536-41.5% |
| Participation rate | 87.5% | 79.5%+8.0pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 27.77% | 26.04%+1.7pp | 25.75%+2.0pp | 478.82%-451.0pp |
| Employer contribution / active EE | $3,537 | $4,209-16.0% | $3,723-5.0% | $4,839-26.9% |
| Participant deferral / active EE | $8,156 | $5,256+55.2% | $4,654+75.2% | $6,342+28.6% |
| Admin fee / account holder | $4,328 | $7,974-45.7% | $6,755-35.9% | $12,315-64.9% |