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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 | $43,163 | $135,905-68.2% | $126,068-65.8% | $198,609-78.3% |
| Participation rate | 93.8% | 85.6%+8.1pp | 84.7%+9.0pp | 82.4%+11.4pp |
| Annual return | 20.68% | 14.07%+6.6pp | 15.01%+5.7pp | 202.70%-182.0pp |
| Employer contribution / active EE | $4,217 | $4,245-0.7% | $3,968+6.3% | $5,055-16.6% |
| Participant deferral / active EE | $6,578 | $8,523-22.8% | $8,214-19.9% | $6,977-5.7% |
| Admin fee / account holder | $2,444 | $21,036-88.4% | $18,264-86.6% | $19,030-87.2% |