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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 | $91,197 | $199,109-54.2% | $173,730-47.5% | $154,746-41.1% |
| Participation rate | 94.1% | 82.8%+11.3pp | 79.6%+14.5pp | 80.7%+13.4pp |
| Annual return | 17.40% | 20.02%-2.6pp | 19.96%-2.6pp | 172.34%-154.9pp |
| Employer contribution / active EE | $4,311 | $5,311-18.8% | $4,577-5.8% | $4,379-1.6% |
| Participant deferral / active EE | $8,892 | $7,113+25.0% | $6,326+40.5% | $6,730+32.1% |
| Admin fee / account holder | $3,132 | $20,916-85.0% | $17,523-82.1% | $14,365-78.2% |