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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 | $163,577 | $97,550+67.7% | $120,344+35.9% | $87,485+87.0% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.7%+20.7pp | 68.9%+28.5pp |
| Annual return | 19.18% | 18.41%+0.8pp | 20.30%-1.1pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,718 | $2,291-25.0% | $3,020-43.1% | $2,596-33.8% |
| Participant deferral / active EE | $7,264 | $4,230+71.7% | $5,135+41.5% | $4,274+70.0% |
| Admin fee / account holder | $2,570 | $9,543-73.1% | $12,742-79.8% | $7,775-67.0% |