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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 | $177,924 | $114,712+55.1% | $173,730+2.4% | $87,485+103.4% |
| Participation rate | 96.3% | 73.0%+23.3pp | 79.6%+16.7pp | 68.9%+27.4pp |
| Annual return | 12.26% | 20.18%-7.9pp | 19.96%-7.7pp | 26.06%-13.8pp |
| Employer contribution / active EE | $3,045 | $2,904+4.8% | $4,577-33.5% | $2,596+17.3% |
| Participant deferral / active EE | $7,056 | $4,642+52.0% | $6,326+11.5% | $4,274+65.1% |
| Admin fee / account holder | $23,735 | $10,210+132.5% | $17,523+35.4% | $7,775+205.3% |