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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 | $141,282 | $87,846+60.8% | $220,144-35.8% | $116,462+21.3% |
| Participation rate | 97.1% | 73.5%+23.5pp | 84.8%+12.2pp | 74.7%+22.4pp |
| Annual return | 18.05% | 16.64%+1.4pp | -0.63%+18.7pp | 15.65%+2.4pp |
| Employer contribution / active EE | $3,834 | $2,972+29.0% | $6,623-42.1% | $3,231+18.6% |
| Participant deferral / active EE | $7,812 | $4,087+91.2% | $4,718+65.6% | $3,836+103.6% |
| Admin fee / account holder | $9,851 | $6,782+45.2% | $15,617-36.9% | $12,754-22.8% |