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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 | $95,404+71.5% | $113,397+44.3% | $82,637+97.9% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.4pp |
| Annual return | 19.18% | 19.08%+0.1pp | 23.20%-4.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $1,718 | $2,307-25.5% | $2,977-42.3% | $2,552-32.7% |
| Participant deferral / active EE | $7,264 | $4,220+72.2% | $5,076+43.1% | $4,126+76.1% |
| Admin fee / account holder | $2,570 | $9,168-72.0% | $11,957-78.5% | $7,339-65.0% |