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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 | $154,823 | $114,712+35.0% | $173,730-10.9% | $87,485+77.0% |
| Participation rate | 97.5% | 73.0%+24.5pp | 79.6%+17.9pp | 68.9%+28.6pp |
| Annual return | 12.25% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $2,700 | $2,904-7.0% | $4,577-41.0% | $2,596+4.0% |
| Participant deferral / active EE | $3,406 | $4,642-26.6% | $6,326-46.2% | $4,274-20.3% |
| Admin fee / account holder | $17,646 | $10,210+72.8% | $17,523+0.7% | $7,775+127.0% |