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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 | $167,475 | $97,550+71.7% | $120,344+39.2% | $87,485+91.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.7%+16.2pp | 68.9%+24.0pp |
| Annual return | 12.44% | 18.41%-6.0pp | 20.30%-7.9pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,136 | $2,291-50.4% | $3,020-62.4% | $2,596-56.2% |
| Participant deferral / active EE | $6,244 | $4,230+47.6% | $5,135+21.6% | $4,274+46.1% |
| Admin fee / account holder | $17,830 | $9,543+86.8% | $12,742+39.9% | $7,775+129.3% |