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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 | $161,696 | $114,712+41.0% | $173,730-6.9% | $87,485+84.8% |
| Participation rate | 80.5% | 73.0%+7.5pp | 79.6%+0.9pp | 68.9%+11.6pp |
| Annual return | 18.75% | 20.18%-1.4pp | 19.96%-1.2pp | 26.06%-7.3pp |
| Employer contribution / active EE | $2,195 | $2,904-24.4% | $4,577-52.0% | $2,596-15.5% |
| Participant deferral / active EE | $5,463 | $4,642+17.7% | $6,326-13.6% | $4,274+27.8% |
| Admin fee / account holder | $17,221 | $10,210+68.7% | $17,523-1.7% | $7,775+121.5% |