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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 | $139,515 | $86,919+60.5% | $102,457+36.2% | $80,911+72.4% |
| Participation rate | 93.1% | 72.4%+20.7pp | 76.5%+16.6pp | 67.6%+25.5pp |
| Annual return | 16.18% | 18.90%-2.7pp | 29.41%-13.2pp | 35.63%-19.4pp |
| Employer contribution / active EE | $2,281 | $2,368-3.7% | $3,022-24.5% | $2,756-17.2% |
| Participant deferral / active EE | $6,450 | $4,119+56.6% | $5,054+27.6% | $4,297+50.1% |
| Admin fee / account holder | $16,604 | $8,049+106.3% | $9,451+75.7% | $6,935+139.4% |