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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 | $97,289-26.1% | $92,805-22.5% | $155,188-53.6% |
| Participation rate | 93.3% | 84.2%+9.2pp | 83.5%+9.8pp | 80.8%+12.5pp |
| Annual return | 39.01% | 29.03%+10.0pp | 31.59%+7.4pp | 148.84%-109.8pp |
| Employer contribution / active EE | $4,893 | $3,632+34.7% | $3,424+42.9% | $4,248+15.2% |
| Participant deferral / active EE | $10,487 | $8,795+19.2% | $8,448+24.1% | $6,531+60.6% |
| Admin fee / account holder | $3,013 | $12,015-74.9% | $10,911-72.4% | $14,480-79.2% |