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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 | $97,550+62.7% | $120,344+31.9% | $87,485+81.4% |
| Participation rate | 96.9% | 72.8%+24.0pp | 76.7%+20.2pp | 68.9%+27.9pp |
| Annual return | 14.23% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.8pp |
| Employer contribution / active EE | $6,702 | $2,291+192.6% | $3,020+121.9% | $2,596+158.1% |
| Participant deferral / active EE | $5,388 | $4,230+27.4% | $5,135+4.9% | $4,274+26.1% |
| Admin fee / account holder | $2,215 | $9,543-76.8% | $12,742-82.6% | $7,775-71.5% |