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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 | $174,276 | $100,194+73.9% | $122,979+41.7% | $86,983+100.4% |
| Participation rate | 92.1% | 73.0%+19.1pp | 77.2%+14.9pp | 69.5%+22.5pp |
| Annual return | 15.90% | 16.47%-0.6pp | 20.12%-4.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,936 | $2,326+26.2% | $3,062-4.1% | $2,584+13.6% |
| Participant deferral / active EE | $6,599 | $4,133+59.7% | $5,003+31.9% | $4,194+57.4% |
| Admin fee / account holder | $2,647 | $10,148-73.9% | $12,864-79.4% | $7,856-66.3% |