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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 | $74,634 | $156,398-52.3% | $147,318-49.3% | $138,895-46.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 23.29% | 78.75%-55.5pp | 70.43%-47.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $11,023 | $4,853+127.1% | $4,593+140.0% | $4,194+162.8% |
| Participant deferral / active EE | $8,128 | $8,237-1.3% | $7,906+2.8% | $6,396+27.1% |
| Admin fee / account holder | $1,518 | $14,976-89.9% | $13,708-88.9% | $12,562-87.9% |