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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 | $90,212 | $201,370-55.2% | $184,256-51.0% | $145,897-38.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 27.99% | 29.05%-1.1pp | 28.85%-0.9pp | 552.29%-524.3pp |
| Employer contribution / active EE | $8,011 | $7,024+14.1% | $6,427+24.6% | $4,663+71.8% |
| Participant deferral / active EE | $17,475 | $9,808+78.2% | $9,133+91.3% | $6,689+161.2% |
| Admin fee / account holder | $33,402 | $16,364+104.1% | $13,899+140.3% | $13,390+149.4% |