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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 | $100,194+67.2% | $122,979+36.2% | $86,983+92.5% |
| Participation rate | 92.9% | 73.0%+20.0pp | 77.2%+15.8pp | 69.5%+23.4pp |
| Annual return | 12.44% | 16.47%-4.0pp | 20.12%-7.7pp | 25.83%-13.4pp |
| Employer contribution / active EE | $1,136 | $2,326-51.1% | $3,062-62.9% | $2,584-56.0% |
| Participant deferral / active EE | $6,244 | $4,133+51.1% | $5,003+24.8% | $4,194+48.9% |
| Admin fee / account holder | $17,830 | $10,148+75.7% | $12,864+38.6% | $7,856+127.0% |