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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 | $71,938 | $102,609-29.9% | $98,090-26.7% | $138,895-48.2% |
| Participation rate | 93.3% | 82.8%+10.6pp | 81.5%+11.8pp | 79.9%+13.4pp |
| Annual return | 39.01% | 36.44%+2.6pp | 37.05%+2.0pp | 145.39%-106.4pp |
| Employer contribution / active EE | $4,893 | $3,867+26.5% | $3,606+35.7% | $4,194+16.7% |
| Participant deferral / active EE | $10,487 | $8,167+28.4% | $7,845+33.7% | $6,396+64.0% |
| Admin fee / account holder | $3,013 | $11,434-73.7% | $11,815-74.5% | $12,562-76.0% |