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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 | $83,042 | $124,425-33.3% | $112,040-25.9% | $137,256-39.5% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 30.37% | 24.72%+5.6pp | 24.52%+5.8pp | 220.34%-190.0pp |
| Employer contribution / active EE | $3,831 | $3,411+12.3% | $2,954+29.7% | $4,156-7.8% |
| Participant deferral / active EE | $6,708 | $5,718+17.3% | $5,098+31.6% | $6,407+4.7% |
| Admin fee / account holder | $591 | $15,207-96.1% | $12,098-95.1% | $12,270-95.2% |