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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 | $147,556 | $86,938+69.7% | $102,423+44.1% | $80,925+82.3% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.7%+16.4pp |
| Annual return | 19.65% | 18.89%+0.8pp | 29.42%-9.8pp | 35.65%-16.0pp |
| Employer contribution / active EE | $1,461 | $2,369-38.3% | $3,023-51.7% | $2,756-47.0% |
| Participant deferral / active EE | $4,614 | $4,120+12.0% | $5,054-8.7% | $4,299+7.3% |
| Admin fee / account holder | $18,892 | $8,053+134.6% | $9,455+99.8% | $6,940+172.2% |