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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 | $44,657 | $210,991-78.8% | $153,741-71.0% | $145,897-69.4% |
| Participation rate | 86.7% | 82.1%+4.5pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 26.57% | 13.46%+13.1pp | 15.71%+10.9pp | 552.29%-525.7pp |
| Employer contribution / active EE | $6,974 | $6,057+15.1% | $5,042+38.3% | $4,663+49.6% |
| Participant deferral / active EE | $7,132 | $7,979-10.6% | $6,757+5.6% | $6,689+6.6% |
| Admin fee / account holder | $5,874 | $19,490-69.9% | $12,749-53.9% | $13,390-56.1% |