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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 | $161,280 | $104,098+54.9% | $140,514+14.8% | $94,015+71.5% |
| Participation rate | 96.2% | 73.7%+22.4pp | 77.8%+18.4pp | 70.8%+25.3pp |
| Annual return | 10.59% | 15.14%-4.6pp | 14.36%-3.8pp | 17.84%-7.3pp |
| Employer contribution / active EE | $2,543 | $2,388+6.5% | $3,378-24.7% | $2,790-8.9% |
| Participant deferral / active EE | $11,248 | $4,033+178.9% | $4,919+128.7% | $4,249+164.7% |
| Admin fee / account holder | $20,230 | $10,439+93.8% | $13,697+47.7% | $8,951+126.0% |