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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 | $181,581 | $132,820+36.7% | $203,445-10.7% | $132,820+36.7% |
| Participation rate | 95.2% | 74.3%+21.0pp | 76.8%+18.4pp | 74.3%+21.0pp |
| Annual return | 13.32% | 14.82%-1.5pp | -5.67%+19.0pp | 14.82%-1.5pp |
| Employer contribution / active EE | $4,324 | $4,144+4.3% | $4,770-9.4% | $4,144+4.3% |
| Participant deferral / active EE | $5,143 | $3,980+29.2% | $3,908+31.6% | $3,980+29.2% |
| Admin fee / account holder | $16,879 | $11,722+44.0% | $14,231+18.6% | $11,722+44.0% |