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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 | $59,227 | $97,289-39.1% | $92,805-36.2% | $155,188-61.8% |
| Participation rate | 90.0% | 84.2%+5.8pp | 83.5%+6.5pp | 80.8%+9.2pp |
| Annual return | 36.86% | 29.03%+7.8pp | 31.59%+5.3pp | 148.84%-112.0pp |
| Employer contribution / active EE | $6,969 | $3,632+91.9% | $3,424+103.5% | $4,248+64.1% |
| Participant deferral / active EE | $10,043 | $8,795+14.2% | $8,448+18.9% | $6,531+53.8% |
| Admin fee / account holder | $1,543 | $12,015-87.2% | $10,911-85.9% | $14,480-89.3% |