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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 | $173,715 | $78,027+122.6% | $178,528-2.7% | $80,925+114.7% |
| Participation rate | 87.7% | 65.7%+22.0pp | 77.1%+10.6pp | 67.7%+20.1pp |
| Annual return | 12.91% | 18.09%-5.2pp | 27.11%-14.2pp | 35.65%-22.7pp |
| Employer contribution / active EE | $3,935 | $2,281+72.5% | $3,950-0.4% | $2,756+42.8% |
| Participant deferral / active EE | $7,408 | $4,408+68.1% | $6,278+18.0% | $4,299+72.3% |
| Admin fee / account holder | $11,046 | $7,168+54.1% | $10,419+6.0% | $6,940+59.2% |