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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 | $115,767 | $106,864+8.3% | $147,318-21.4% | $82,637+40.1% |
| Participation rate | 95.6% | 75.5%+20.1pp | 82.1%+13.5pp | 68.1%+27.5pp |
| Annual return | 16.77% | 27.49%-10.7pp | 70.43%-53.7pp | 53.51%-36.7pp |
| Employer contribution / active EE | $2,795 | $3,417-18.2% | $4,593-39.2% | $2,552+9.5% |
| Participant deferral / active EE | $10,150 | $6,496+56.3% | $7,906+28.4% | $4,126+146.0% |
| Admin fee / account holder | $16,932 | $8,415+101.2% | $13,708+23.5% | $7,339+130.7% |