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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 | $97,418 | $181,896-46.4% | $156,551-37.8% | $273,972-64.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 11.95% | 30.74%-18.8pp | 32.23%-20.3pp | 41.46%-29.5pp |
| Employer contribution / active EE | $8,109 | $6,248+29.8% | $5,501+47.4% | $4,869+66.6% |
| Participant deferral / active EE | $4,980 | $5,550-10.3% | $4,871+2.2% | $5,287-5.8% |
| Admin fee / account holder | $1,597 | $15,560-89.7% | $13,028-87.7% | $10,133-84.2% |