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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 | $125,515 | $145,431-13.7% | $211,142-40.6% | $87,485+43.5% |
| Participation rate | 96.4% | 84.7%+11.7pp | 87.3%+9.1pp | 68.9%+27.5pp |
| Annual return | 21.17% | 27.21%-6.0pp | 46.84%-25.7pp | 26.06%-4.9pp |
| Employer contribution / active EE | $6,206 | $4,662+33.1% | $6,442-3.7% | $2,596+139.0% |
| Participant deferral / active EE | $17,943 | $6,859+161.6% | $9,284+93.3% | $4,274+319.9% |
| Admin fee / account holder | $2,934 | $17,052-82.8% | $19,076-84.6% | $7,775-62.3% |