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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 | $86,938+60.0% | $102,423+35.8% | $80,925+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 | 29.42%-13.7pp | 35.65%-19.9pp |
| Employer contribution / active EE | $2,395 | $2,369+1.1% | $3,023-20.8% | $2,756-13.1% |
| Participant deferral / active EE | $7,211 | $4,120+75.0% | $5,054+42.7% | $4,299+67.8% |
| Admin fee / account holder | $17,544 | $8,053+117.9% | $9,455+85.6% | $6,940+152.8% |