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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 | $35,795 | $155,555-77.0% | $146,866-75.6% | $155,188-76.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 16.39% | 115.41%-99.0pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $4,329 | $4,647-6.8% | $4,425-2.2% | $4,248+1.9% |
| Participant deferral / active EE | $5,748 | $8,044-28.5% | $7,759-25.9% | $6,531-12.0% |
| Admin fee / account holder | $6,735 | $14,755-54.4% | $13,620-50.6% | $14,480-53.5% |