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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 | $162,609 | $95,453+70.4% | $112,040+45.1% | $82,448+97.2% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.5%+20.8pp | 68.1%+29.2pp |
| Annual return | 12.38% | 23.92%-11.5pp | 24.52%-12.1pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,716 | $2,318+60.3% | $2,954+25.8% | $2,551+45.7% |
| Participant deferral / active EE | $5,536 | $4,224+31.1% | $5,098+8.6% | $4,139+33.8% |
| Admin fee / account holder | $2,702 | $9,013-70.0% | $12,098-77.7% | $7,234-62.7% |