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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 | $104,586 | $95,959+9.0% | $97,411+7.4% | $138,895-24.7% |
| Participation rate | 93.8% | 81.8%+11.9pp | 80.4%+13.4pp | 79.9%+13.8pp |
| Annual return | 26.71% | 29.30%-2.6pp | 34.72%-8.0pp | 145.39%-118.7pp |
| Employer contribution / active EE | $5,401 | $4,278+26.2% | $4,210+28.3% | $4,194+28.8% |
| Participant deferral / active EE | $11,285 | $5,876+92.0% | $5,886+91.7% | $6,396+76.4% |
| Admin fee / account holder | $867 | $7,555-88.5% | $7,145-87.9% | $12,562-93.1% |