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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 | $173,198 | $132,820+30.4% | $342,983-49.5% | $132,820+30.4% |
| Participation rate | 90.2% | 74.3%+16.0pp | 88.2%+2.0pp | 74.3%+16.0pp |
| Annual return | 21.36% | 14.82%+6.5pp | -2.60%+24.0pp | 14.82%+6.5pp |
| Employer contribution / active EE | $3,485 | $4,144-15.9% | $7,825-55.5% | $4,144-15.9% |
| Participant deferral / active EE | $11,006 | $3,980+176.5% | $6,109+80.1% | $3,980+176.5% |
| Admin fee / account holder | $20,480 | $11,722+74.7% | $22,391-8.5% | $11,722+74.7% |