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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 | $131,198 | $78,520+67.1% | $96,576+35.8% | $82,448+59.1% |
| Participation rate | 97.2% | 77.7%+19.5pp | 81.4%+15.7pp | 68.1%+29.1pp |
| Annual return | 16.70% | 41.30%-24.6pp | 38.47%-21.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,895 | $2,630-27.9% | $3,553-46.7% | $2,551-25.7% |
| Participant deferral / active EE | $7,346 | $6,754+8.8% | $7,956-7.7% | $4,139+77.5% |
| Admin fee / account holder | $13,105 | $13,455-2.6% | $11,381+15.1% | $7,234+81.2% |