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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 | $68,337 | $155,555-56.1% | $146,866-53.5% | $155,188-56.0% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 19.49% | 115.41%-95.9pp | 102.85%-83.4pp | 148.84%-129.3pp |
| Employer contribution / active EE | $5,028 | $4,647+8.2% | $4,425+13.6% | $4,248+18.4% |
| Participant deferral / active EE | $9,865 | $8,044+22.6% | $7,759+27.1% | $6,531+51.0% |
| Admin fee / account holder | $1,189 | $14,755-91.9% | $13,620-91.3% | $14,480-91.8% |