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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 | $139,067 | $86,949+59.9% | $102,460+35.7% | $80,959+71.8% |
| Participation rate | 96.7% | 72.4%+24.3pp | 76.5%+20.2pp | 67.7%+29.1pp |
| Annual return | 15.76% | 18.89%-3.1pp | 29.47%-13.7pp | 35.67%-19.9pp |
| Employer contribution / active EE | $2,395 | $2,370+1.1% | $3,025-20.8% | $2,757-13.1% |
| Participant deferral / active EE | $7,211 | $4,121+75.0% | $5,056+42.6% | $4,300+67.7% |
| Admin fee / account holder | $17,544 | $8,048+118.0% | $9,460+85.5% | $6,925+153.3% |