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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 | $95,453+71.4% | $112,040+46.0% | $82,448+98.4% |
| Participation rate | 97.4% | 72.8%+24.7pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 19.18% | 23.92%-4.7pp | 24.52%-5.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,718 | $2,318-25.9% | $2,954-41.8% | $2,551-32.6% |
| Participant deferral / active EE | $7,264 | $4,224+72.0% | $5,098+42.5% | $4,139+75.5% |
| Admin fee / account holder | $2,570 | $9,013-71.5% | $12,098-78.8% | $7,234-64.5% |