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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 | $154,836 | $67,894+128.1% | $89,340+73.3% | $82,448+87.8% |
| Participation rate | 94.7% | 64.0%+30.7pp | 69.6%+25.2pp | 68.1%+26.7pp |
| Annual return | 16.72% | 19.21%-2.5pp | 20.57%-3.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $9,721 | $1,828+431.8% | $2,231+335.7% | $2,551+281.1% |
| Participant deferral / active EE | $9,187 | $3,072+199.0% | $3,823+140.3% | $4,139+121.9% |
| Admin fee / account holder | $2,747 | $5,723-52.0% | $6,704-59.0% | $7,234-62.0% |