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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 | $75,672 | $100,194-24.5% | $122,979-38.5% | $86,983-13.0% |
| Participation rate | 97.9% | 73.0%+24.9pp | 77.2%+20.7pp | 69.5%+28.3pp |
| Annual return | 16.64% | 16.47%+0.2pp | 20.12%-3.5pp | 25.83%-9.2pp |
| Employer contribution / active EE | $4,259 | $2,326+83.1% | $3,062+39.1% | $2,584+64.8% |
| Participant deferral / active EE | $7,664 | $4,133+85.4% | $5,003+53.2% | $4,194+82.7% |
| Admin fee / account holder | $17,760 | $10,148+75.0% | $12,864+38.1% | $7,856+126.1% |