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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 | $147,134 | $110,137+33.6% | $161,149-8.7% | $82,637+78.0% |
| Participation rate | 96.2% | 72.4%+23.8pp | 78.8%+17.3pp | 68.1%+28.1pp |
| Annual return | 13.44% | 20.69%-7.2pp | 21.16%-7.7pp | 53.51%-40.1pp |
| Employer contribution / active EE | $3,031 | $2,856+6.1% | $4,360-30.5% | $2,552+18.8% |
| Participant deferral / active EE | $7,552 | $4,575+65.1% | $6,153+22.7% | $4,126+83.0% |
| Admin fee / account holder | $20,077 | $9,467+112.1% | $15,194+32.1% | $7,339+173.6% |