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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 | $173,586 | $104,098+66.8% | $140,514+23.5% | $94,015+84.6% |
| Participation rate | 95.5% | 73.7%+21.7pp | 77.8%+17.7pp | 70.8%+24.6pp |
| Annual return | 10.31% | 15.14%-4.8pp | 14.36%-4.0pp | 17.84%-7.5pp |
| Employer contribution / active EE | $2,461 | $2,388+3.0% | $3,378-27.2% | $2,790-11.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $7,028 | $10,439-32.7% | $13,697-48.7% | $8,951-21.5% |