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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 | $45,381 | $201,370-77.5% | $184,256-75.4% | $145,897-68.9% |
| Participation rate | 94.4% | 87.5%+7.0pp | 86.8%+7.6pp | 80.3%+14.1pp |
| Annual return | 35.82% | 29.05%+6.8pp | 28.85%+7.0pp | 552.29%-516.5pp |
| Employer contribution / active EE | $10,497 | $7,024+49.4% | $6,427+63.3% | $4,663+125.1% |
| Participant deferral / active EE | $8,542 | $9,808-12.9% | $9,133-6.5% | $6,689+27.7% |
| Admin fee / account holder | $2,191 | $16,364-86.6% | $13,899-84.2% | $13,390-83.6% |