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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 | $102,609-42.3% | $98,090-39.6% | $138,895-57.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 36.86% | 36.44%+0.4pp | 37.05%-0.2pp | 145.39%-108.5pp |
| Employer contribution / active EE | $6,969 | $3,867+80.2% | $3,606+93.2% | $4,194+66.2% |
| Participant deferral / active EE | $10,043 | $8,167+23.0% | $7,845+28.0% | $6,396+57.0% |
| Admin fee / account holder | $1,543 | $11,434-86.5% | $11,815-86.9% | $12,562-87.7% |