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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 | $156,884 | $114,712+36.8% | $173,730-9.7% | $87,485+79.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 18.67% | 20.18%-1.5pp | 19.96%-1.3pp | 26.06%-7.4pp |
| Employer contribution / active EE | $3,763 | $2,904+29.6% | $4,577-17.8% | $2,596+44.9% |
| Participant deferral / active EE | $7,637 | $4,642+64.5% | $6,326+20.7% | $4,274+78.7% |
| Admin fee / account holder | $9,694 | $10,210-5.0% | $17,523-44.7% | $7,775+24.7% |