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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 | $97,751-21.8% | $103,431-26.1% | $145,978-47.7% |
| Participation rate | 82.6% | 81.1%+1.5pp | 80.5%+2.1pp | 80.3%+2.3pp |
| Annual return | 27.05% | 25.43%+1.6pp | 23.92%+3.1pp | 550.52%-523.5pp |
| Employer contribution / active EE | $2,446 | $4,684-47.8% | $4,678-47.7% | $4,662-47.5% |
| Participant deferral / active EE | $7,775 | $6,603+17.7% | $6,625+17.4% | $6,690+16.2% |
| Admin fee / account holder | $4,940 | $12,515-60.5% | $9,412-47.5% | $13,400-63.1% |