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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 | $161,021 | $92,798+73.5% | $96,707+66.5% | $137,256+17.3% |
| Participation rate | 95.5% | 81.6%+13.8pp | 80.4%+15.1pp | 80.0%+15.5pp |
| Annual return | 13.11% | 31.24%-18.1pp | 34.78%-21.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,356 | $4,147-19.1% | $4,191-19.9% | $4,156-19.2% |
| Participant deferral / active EE | $10,073 | $5,877+71.4% | $5,997+68.0% | $6,407+57.2% |
| Admin fee / account holder | $9,711 | $7,946+22.2% | $7,503+29.4% | $12,270-20.9% |