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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 | $95,959+67.8% | $97,411+65.3% | $138,895+15.9% |
| Participation rate | 95.5% | 81.8%+13.6pp | 80.4%+15.1pp | 79.9%+15.5pp |
| Annual return | 13.11% | 29.30%-16.2pp | 34.72%-21.6pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,356 | $4,278-21.6% | $4,210-20.3% | $4,194-20.0% |
| Participant deferral / active EE | $10,073 | $5,876+71.4% | $5,886+71.1% | $6,396+57.5% |
| Admin fee / account holder | $9,711 | $7,555+28.5% | $7,145+35.9% | $12,562-22.7% |