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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 | $78,913 | $100,194-21.2% | $122,979-35.8% | $86,983-9.3% |
| Participation rate | 97.1% | 73.0%+24.2pp | 77.2%+20.0pp | 69.5%+27.6pp |
| Annual return | 14.41% | 16.47%-2.1pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $5,619 | $2,326+141.6% | $3,062+83.5% | $2,584+117.4% |
| Participant deferral / active EE | $16,173 | $4,133+291.3% | $5,003+223.3% | $4,194+285.6% |
| Admin fee / account holder | $13,295 | $10,148+31.0% | $12,864+3.3% | $7,856+69.2% |