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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 | $142,242 | $95,453+49.0% | $112,040+27.0% | $82,448+72.5% |
| Participation rate | 96.6% | 72.8%+23.8pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 14.30% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $2,183 | $2,318-5.8% | $2,954-26.1% | $2,551-14.4% |
| Participant deferral / active EE | $2,317 | $4,224-45.1% | $5,098-54.5% | $4,139-44.0% |
| Admin fee / account holder | $7,786 | $9,013-13.6% | $12,098-35.6% | $7,234+7.6% |