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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 | $210,343-78.8% | $153,476-70.9% | $145,978-69.4% |
| Participation rate | 86.7% | 82.1%+4.6pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 26.57% | 13.38%+13.2pp | 15.66%+10.9pp | 550.52%-524.0pp |
| Employer contribution / active EE | $6,974 | $6,047+15.3% | $5,038+38.4% | $4,662+49.6% |
| Participant deferral / active EE | $7,132 | $7,977-10.6% | $6,759+5.5% | $6,690+6.6% |
| Admin fee / account holder | $5,874 | $19,424-69.8% | $12,729-53.9% | $13,400-56.2% |