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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 | $31,502 | $102,609-69.3% | $98,090-67.9% | $138,895-77.3% |
| Participation rate | 95.7% | 82.8%+12.9pp | 81.5%+14.1pp | 79.9%+15.7pp |
| Annual return | 37.05% | 36.44%+0.6pp | 37.05%0pp | 145.39%-108.3pp |
| Employer contribution / active EE | $8,401 | $3,867+117.2% | $3,606+133.0% | $4,194+100.3% |
| Participant deferral / active EE | $16,653 | $8,167+103.9% | $7,845+112.3% | $6,396+160.4% |
| Admin fee / account holder | $10,611 | $11,434-7.2% | $11,815-10.2% | $12,562-15.5% |