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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 | $158,690 | $104,098+52.4% | $140,514+12.9% | $94,015+68.8% |
| Participation rate | 96.9% | 73.7%+23.2pp | 77.8%+19.1pp | 70.8%+26.1pp |
| Annual return | 14.23% | 15.14%-0.9pp | 14.36%-0.1pp | 17.84%-3.6pp |
| Employer contribution / active EE | $6,702 | $2,388+180.6% | $3,378+98.4% | $2,790+140.2% |
| Participant deferral / active EE | $5,388 | $4,033+33.6% | $4,919+9.5% | $4,249+26.8% |
| Admin fee / account holder | $2,215 | $10,439-78.8% | $13,697-83.8% | $8,951-75.3% |