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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 | $84,094 | $213,785-60.7% | $185,441-54.7% | $155,188-45.8% |
| Participation rate | 88.2% | 83.2%+5.0pp | 80.3%+8.0pp | 80.8%+7.4pp |
| Annual return | 23.94% | 19.97%+4.0pp | 20.16%+3.8pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,189 | $5,393-77.9% | $4,672-74.5% | $4,248-72.0% |
| Participant deferral / active EE | $4,428 | $6,864-35.5% | $6,152-28.0% | $6,531-32.2% |
| Admin fee / account holder | $1,008 | $21,134-95.2% | $17,890-94.4% | $14,480-93.0% |