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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 | $84,179 | $201,344-58.2% | $184,243-54.3% | $145,877-42.3% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 32.73% | 29.01%+3.7pp | 28.82%+3.9pp | 551.28%-518.5pp |
| Employer contribution / active EE | $8,782 | $7,022+25.1% | $6,427+36.6% | $4,663+88.3% |
| Participant deferral / active EE | $17,908 | $9,807+82.6% | $9,132+96.1% | $6,691+167.7% |
| Admin fee / account holder | $15,329 | $16,382-6.4% | $13,914+10.2% | $13,402+14.4% |