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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 | $172,663 | $97,550+77.0% | $120,344+43.5% | $87,485+97.4% |
| Participation rate | 94.9% | 72.8%+22.0pp | 76.7%+18.2pp | 68.9%+25.9pp |
| Annual return | 15.38% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,303 | $2,291+44.2% | $3,020+9.4% | $2,596+27.2% |
| Participant deferral / active EE | $6,754 | $4,230+59.7% | $5,135+31.5% | $4,274+58.0% |
| Admin fee / account holder | $3,189 | $9,543-66.6% | $12,742-75.0% | $7,775-59.0% |