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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 | $110,209 | $181,896-39.4% | $156,551-29.6% | $273,972-59.8% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,775 | $6,248-71.6% | $5,501-67.7% | $4,869-63.5% |
| Participant deferral / active EE | $8,956 | $5,550+61.4% | $4,871+83.9% | $5,287+69.4% |
| Admin fee / account holder | $18,570 | $15,560+19.3% | $13,028+42.5% | $10,133+83.3% |