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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 | $75,829 | $103,164-26.5% | $90,259-16.0% | $154,746-51.0% |
| Participation rate | 75.0% | 76.1%-1.1pp | 70.7%+4.3pp | 80.7%-5.7pp |
| Annual return | 20.17% | 19.25%+0.9pp | 18.88%+1.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $7,092 | $2,532+180.2% | $2,291+209.5% | $4,379+62.0% |
| Participant deferral / active EE | $5,151 | $4,422+16.5% | $3,827+34.6% | $6,730-23.5% |
| Admin fee / account holder | $2,364 | $8,593-72.5% | $7,267-67.5% | $14,365-83.5% |