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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 | $181,041 | $86,050+110.4% | $189,758-4.6% | $94,015+92.6% |
| Participation rate | 97.9% | 68.9%+29.0pp | 79.8%+18.1pp | 70.8%+27.1pp |
| Annual return | 15.71% | 17.77%-2.1pp | 52.62%-36.9pp | 17.84%-2.1pp |
| Employer contribution / active EE | $3,643 | $2,819+29.2% | $4,767-23.6% | $2,790+30.6% |
| Participant deferral / active EE | $8,887 | $3,349+165.4% | $5,856+51.8% | $4,249+109.1% |
| Admin fee / account holder | $7,174 | $6,627+8.3% | $20,388-64.8% | $8,951-19.8% |