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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 | $163,947 | $70,475+132.6% | $100,530+63.1% | $79,858+105.3% |
| Participation rate | 92.3% | 73.7%+18.7pp | 79.4%+12.9pp | 69.6%+22.7pp |
| Annual return | 19.79% | 21.90%-2.1pp | 30.89%-11.1pp | 31.72%-11.9pp |
| Employer contribution / active EE | $664 | $2,165-69.3% | $3,418-80.6% | $2,471-73.1% |
| Participant deferral / active EE | $7,699 | $5,181+48.6% | $6,271+22.8% | $3,740+105.9% |
| Admin fee / account holder | $904 | $4,478-79.8% | $8,083-88.8% | $5,306-83.0% |