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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 | $167,882 | $67,602+148.3% | $82,312+104.0% | $70,126+139.4% |
| Participation rate | 94.4% | 72.8%+21.7pp | 76.9%+17.6pp | 69.5%+24.9pp |
| Annual return | 21.01% | 21.57%-0.6pp | 25.88%-4.9pp | 73.15%-52.1pp |
| Employer contribution / active EE | $2,382 | $1,755+35.8% | $2,428-1.9% | $2,343+1.7% |
| Participant deferral / active EE | $5,876 | $2,987+96.7% | $3,706+58.5% | $3,332+76.4% |
| Admin fee / account holder | $8,385 | $4,512+85.9% | $5,608+49.5% | $4,645+80.5% |