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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 | $68,494 | $126,661-45.9% | $113,397-39.6% | $138,895-50.7% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 22.89% | 25.05%-2.2pp | 23.20%-0.3pp | 145.39%-122.5pp |
| Employer contribution / active EE | $12,232 | $3,456+253.9% | $2,977+310.9% | $4,194+191.6% |
| Participant deferral / active EE | $22,868 | $5,693+301.7% | $5,076+350.5% | $6,396+257.5% |
| Admin fee / account holder | $32,164 | $14,549+121.1% | $11,957+169.0% | $12,562+156.0% |