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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 | $74,109 | $192,829-61.6% | $142,516-48.0% | $139,466-46.9% |
| Participation rate | 83.3% | 81.4%+1.9pp | 76.8%+6.6pp | 80.3%+3.0pp |
| Annual return | 22.44% | 17.99%+4.4pp | 19.99%+2.4pp | 373.66%-351.2pp |
| Employer contribution / active EE | $0 | $5,808-100.0% | $4,849-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,361 | $7,200+30.0% | $6,280+49.1% | $6,712+39.5% |
| Admin fee / account holder | $13,372 | $15,120-11.6% | $10,008+33.6% | $11,409+17.2% |