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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 | $76,410 | $97,765-21.8% | $103,486-26.2% | $145,884-47.6% |
| Participation rate | 82.6% | 81.1%+1.5pp | 80.5%+2.1pp | 80.3%+2.3pp |
| Annual return | 27.05% | 25.44%+1.6pp | 23.93%+3.1pp | 551.85%-524.8pp |
| Employer contribution / active EE | $2,446 | $4,687-47.8% | $4,679-47.7% | $4,662-47.5% |
| Participant deferral / active EE | $7,775 | $6,606+17.7% | $6,628+17.3% | $6,690+16.2% |
| Admin fee / account holder | $4,940 | $12,505-60.5% | $9,354-47.2% | $13,392-63.1% |